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 | $100,505 | $197,591-49.1% | $177,821-43.5% | $158,922-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.48% | 58.76%-51.3pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,023 | $6,697-54.9% | $5,918-48.9% | $4,761-36.5% |
| Participant deferral / active EE | $6,581 | $8,405-21.7% | $7,714-14.7% | $5,982+10.0% |
| Admin fee / account holder | $744 | $15,399-95.2% | $12,427-94.0% | $11,246-93.4% |