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 | $105,416 | $201,272-47.6% | $184,203-42.8% | $145,922-27.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.56% | 29.00%-10.4pp | 28.81%-10.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,088 | $7,022-56.0% | $6,427-52.0% | $4,660-33.7% |
| Participant deferral / active EE | $11,908 | $9,806+21.4% | $9,131+30.4% | $6,688+78.1% |
| Admin fee / account holder | $59,025 | $16,364+260.7% | $13,901+324.6% | $13,397+340.6% |