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 | $76,162 | $91,037-16.3% | $71,671+6.3% | $147,584-48.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.34% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $6,497 | $3,327+95.3% | $2,460+164.1% | $4,876+33.2% |
| Participant deferral / active EE | $6,228 | $4,498+38.5% | $3,438+81.2% | $5,439+14.5% |
| Admin fee / account holder | $15,026 | $8,613+74.5% | $5,558+170.3% | $10,885+38.0% |