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 | $80,963 | $117,983-31.4% | $101,794-20.5% | $142,382-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.40% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $12,756 | $2,773+360.1% | $2,289+457.3% | $4,299+196.7% |
| Participant deferral / active EE | $7,368 | $4,714+56.3% | $4,084+80.4% | $6,507+13.2% |
| Admin fee / account holder | $1,063 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |