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 | $90,636 | $201,272-55.0% | $184,203-50.8% | $145,922-37.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,715 | $7,022-47.1% | $6,427-42.2% | $4,660-20.3% |
| Participant deferral / active EE | $17,787 | $9,806+81.4% | $9,131+94.8% | $6,688+166.0% |
| Admin fee / account holder | $38,030 | $16,364+132.4% | $13,901+173.6% | $13,397+183.9% |