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 | $76,980 | $109,881-29.9% | $150,045-48.7% | $84,808-9.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.99% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $7,309 | $3,561+105.2% | $4,693+55.7% | $2,631+177.8% |
| Participant deferral / active EE | $15,652 | $6,636+135.9% | $7,997+95.7% | $4,212+271.6% |
| Admin fee / account holder | $7,193 | $8,568-16.0% | $13,435-46.5% | $7,344-2.0% |