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 7-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 | $72,731 | $157,256-53.8% | $141,162-48.5% | $152,861-52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.91% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,022 | $5,261-42.5% | $4,735-36.2% | $4,762-36.5% |
| Participant deferral / active EE | $9,075 | $7,109+27.6% | $6,709+35.3% | $5,850+55.1% |
| Admin fee / account holder | $15,195 | $12,120+25.4% | $10,261+48.1% | $11,596+31.0% |