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 4-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 | $117,055 | $201,272-41.8% | $184,203-36.5% | $145,922-19.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,560 | $7,022-63.5% | $6,427-60.2% | $4,660-45.1% |
| Participant deferral / active EE | $10,027 | $9,806+2.3% | $9,131+9.8% | $6,688+49.9% |
| Admin fee / account holder | $2,492 | $16,364-84.8% | $13,901-82.1% | $13,397-81.4% |