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 10-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 | $66,849 | $192,717-65.3% | $142,449-53.1% | $139,434-52.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 18.71% | 17.99%+0.7pp | 19.99%-1.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,787 | $5,806-52.0% | $4,847-42.5% | $4,751-41.3% |
| Participant deferral / active EE | $6,812 | $7,208-5.5% | $6,283+8.4% | $6,710+1.5% |
| Admin fee / account holder | $306 | $15,124-98.0% | $10,011-96.9% | $11,403-97.3% |