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 | $86,734 | $117,841-26.4% | $102,423-15.3% | $145,922-40.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $6,860 | $3,615+89.8% | $3,023+126.9% | $4,660+47.2% |
| Participant deferral / active EE | $5,126 | $5,731-10.6% | $5,053+1.4% | $6,688-23.4% |
| Admin fee / account holder | $7,299 | $13,326-45.2% | $9,451-22.8% | $13,397-45.5% |