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 9-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 | $75,352 | $70,250+7.3% | $386,318-80.5% | $116,875-35.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 74.5%+25.5pp |
| Annual return | 17.04% | 17.57%-0.5pp | -2.64%+19.7pp | 16.29%+0.7pp |
| Employer contribution / active EE | $3,456 | $2,512+37.6% | $4,025-14.1% | $3,288+5.1% |
| Participant deferral / active EE | $4,330 | $3,180+36.2% | $3,524+22.9% | $3,885+11.5% |
| Admin fee / account holder | $4,654 | $7,267-36.0% | $16,179-71.2% | $12,263-62.0% |