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 | $104,871 | $201,272-47.9% | $184,203-43.1% | $145,922-28.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.44% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,395 | $7,022-51.7% | $6,427-47.2% | $4,660-27.1% |
| Participant deferral / active EE | $4,880 | $9,806-50.2% | $9,131-46.6% | $6,688-27.0% |
| Admin fee / account holder | $624 | $16,364-96.2% | $13,901-95.5% | $13,397-95.3% |