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 | $74,784 | $201,272-62.8% | $184,203-59.4% | $145,922-48.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.28% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $4,100 | $7,022-41.6% | $6,427-36.2% | $4,660-12.0% |
| Participant deferral / active EE | $20,000 | $9,806+104.0% | $9,131+119.0% | $6,688+199.1% |
| Admin fee / account holder | $312 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |