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 | $140,812 | $68,719+104.9% | $91,541+53.8% | $84,808+66.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.99% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $12,410 | $1,920+546.4% | $2,505+395.5% | $2,631+371.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,888 | $5,786-15.5% | $6,956-29.7% | $7,344-33.4% |