See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,839 | $106,584-15.7% | $101,326-11.3% | $142,382-36.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.42% | 36.93%-13.5pp | 36.82%-13.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $6,159 | $3,956+55.7% | $3,665+68.0% | $4,299+43.3% |
| Participant deferral / active EE | $14,023 | $8,297+69.0% | $7,994+75.4% | $6,507+115.5% |
| Admin fee / account holder | $2,192 | $11,446-80.9% | $11,185-80.4% | $12,624-82.6% |