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 8-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 | $93,747 | $109,881-14.7% | $150,045-37.5% | $84,808+10.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.60% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $9,096 | $3,561+155.4% | $4,693+93.8% | $2,631+245.7% |
| Participant deferral / active EE | $8,957 | $6,636+35.0% | $7,997+12.0% | $4,212+112.7% |
| Admin fee / account holder | $540 | $8,568-93.7% | $13,435-96.0% | $7,344-92.6% |