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 | $93,610 | $214,378-56.3% | $200,582-53.3% | $142,382-34.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.62% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,616 | $6,841+11.3% | $6,419+18.7% | $4,299+77.2% |
| Participant deferral / active EE | $12,459 | $9,865+26.3% | $9,331+33.5% | $6,507+91.5% |
| Admin fee / account holder | $686 | $17,692-96.1% | $16,305-95.8% | $12,624-94.6% |