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 8-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 | $56,201 | $109,881-48.9% | $150,045-62.5% | $84,808-33.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.73% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $6,509 | $3,561+82.8% | $4,693+38.7% | $2,631+147.4% |
| Participant deferral / active EE | $10,116 | $6,636+52.4% | $7,997+26.5% | $4,212+140.2% |
| Admin fee / account holder | $1,867 | $8,568-78.2% | $13,435-86.1% | $7,344-74.6% |