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 | $81,891 | $109,881-25.5% | $150,045-45.4% | $84,808-3.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,375 | $3,561+22.9% | $4,693-6.8% | $2,631+66.3% |
| Participant deferral / active EE | $10,822 | $6,636+63.1% | $7,997+35.3% | $4,212+157.0% |
| Admin fee / account holder | $16,491 | $8,568+92.5% | $13,435+22.7% | $7,344+124.6% |