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 | $96,920 | $109,881-11.8% | $150,045-35.4% | $84,808+14.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.46% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,842 | $3,561+7.9% | $4,693-18.1% | $2,631+46.0% |
| Participant deferral / active EE | $14,606 | $6,636+120.1% | $7,997+82.6% | $4,212+246.8% |
| Admin fee / account holder | $9,424 | $8,568+10.0% | $13,435-29.9% | $7,344+28.3% |