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 10-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 | $75,959 | $78,422-3.1% | $95,952-20.8% | $79,858-4.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.67% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,757 | $1,945+41.8% | $2,541+8.5% | $2,471+11.6% |
| Participant deferral / active EE | $5,872 | $3,440+70.7% | $4,167+40.9% | $3,740+57.0% |
| Admin fee / account holder | $10,274 | $5,622+82.7% | $6,795+51.2% | $5,306+93.6% |