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 10-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 | $77,642 | $110,257-29.6% | $96,544-19.6% | $139,434-44.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.16% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,307 | $3,620+19.0% | $2,965+45.3% | $4,751-9.3% |
| Participant deferral / active EE | $10,354 | $5,548+86.6% | $4,851+113.4% | $6,710+54.3% |
| Admin fee / account holder | $68,269 | $11,591+489.0% | $8,252+727.3% | $11,403+498.7% |