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 | $118,035 | $73,933+59.7% | $96,683+22.1% | $75,163+57.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.83% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,287 | $2,928+12.3% | $3,737-12.0% | $2,670+23.1% |
| Participant deferral / active EE | $7,426 | $3,659+103.0% | $4,878+52.2% | $4,125+80.0% |
| Admin fee / account holder | $5,247 | $5,216+0.6% | $6,730-22.0% | $5,651-7.2% |