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 3-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 | $70,194 | $201,272-65.1% | $184,203-61.9% | $145,922-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.05% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $10,074 | $7,022+43.5% | $6,427+56.7% | $4,660+116.2% |
| Participant deferral / active EE | $8,807 | $9,806-10.2% | $9,131-3.5% | $6,688+31.7% |
| Admin fee / account holder | $672 | $16,364-95.9% | $13,901-95.2% | $13,397-95.0% |