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 | $80,226 | $106,515-24.7% | $96,683-17.0% | $139,434-42.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $11,912 | $4,103+190.3% | $3,737+218.8% | $4,751+150.7% |
| Participant deferral / active EE | $12,759 | $5,454+133.9% | $4,878+161.6% | $6,710+90.1% |
| Admin fee / account holder | $17,965 | $7,877+128.1% | $6,730+167.0% | $11,403+57.5% |