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 | $96,649 | $109,881-12.0% | $150,045-35.6% | $84,808+14.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $7,347 | $3,561+106.3% | $4,693+56.5% | $2,631+179.3% |
| Participant deferral / active EE | $7,399 | $6,636+11.5% | $7,997-7.5% | $4,212+75.7% |
| Admin fee / account holder | $15,283 | $8,568+78.4% | $13,435+13.8% | $7,344+108.1% |