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 5-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 | $95,628 | $110,257-13.3% | $96,544-0.9% | $139,434-31.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.62% | 26.32%+0.3pp | 25.84%+0.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $15,483 | $3,620+327.7% | $2,965+422.2% | $4,751+225.9% |
| Participant deferral / active EE | $19,937 | $5,548+259.4% | $4,851+311.0% | $6,710+197.1% |
| Admin fee / account holder | $661 | $11,591-94.3% | $8,252-92.0% | $11,403-94.2% |