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 3-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 | $87,508 | $95,266-8.1% | $82,389+6.2% | $142,382-38.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.32% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,562 | $2,991+19.1% | $2,517+41.5% | $4,299-17.1% |
| Participant deferral / active EE | $23,795 | $4,809+394.8% | $4,155+472.7% | $6,507+265.7% |
| Admin fee / account holder | $1,022 | $8,563-88.1% | $7,231-85.9% | $12,624-91.9% |