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 6-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 | $71,922 | $117,983-39.0% | $101,794-29.3% | $142,382-49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.63% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,801 | $2,773+109.2% | $2,289+153.4% | $4,299+34.9% |
| Participant deferral / active EE | $9,272 | $4,714+96.7% | $4,084+127.0% | $6,507+42.5% |
| Admin fee / account holder | $12,854 | $10,433+23.2% | $8,777+46.5% | $12,624+1.8% |