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 7-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 | $93,614 | $95,266-1.7% | $82,389+13.6% | $142,382-34.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.20% | 25.74%-6.5pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $13,334 | $2,991+345.8% | $2,517+429.8% | $4,299+210.2% |
| Participant deferral / active EE | $6,513 | $4,809+35.4% | $4,155+56.8% | $6,507+0.1% |
| Admin fee / account holder | $696 | $8,563-91.9% | $7,231-90.4% | $12,624-94.5% |