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 | $92,620 | $117,983-21.5% | $101,794-9.0% | $142,382-34.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.74% | 36.92%-10.2pp | 30.53%-3.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $6,329 | $2,773+128.3% | $2,289+176.5% | $4,299+47.2% |
| Participant deferral / active EE | $13,122 | $4,714+178.4% | $4,084+221.3% | $6,507+101.7% |
| Admin fee / account holder | $12,906 | $10,433+23.7% | $8,777+47.0% | $12,624+2.2% |