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 | $87,511 | $201,272-56.5% | $184,203-52.5% | $145,922-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.19% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,543 | $7,022-6.8% | $6,427+1.8% | $4,660+40.4% |
| Participant deferral / active EE | $8,727 | $9,806-11.0% | $9,131-4.4% | $6,688+30.5% |
| Admin fee / account holder | $40,968 | $16,364+150.4% | $13,901+194.7% | $13,397+205.8% |