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 | $92,176 | $201,272-54.2% | $184,203-50.0% | $145,922-36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.00%-1.8pp | 28.81%-1.6pp | 561.29%-534.1pp |
| Employer contribution / active EE | $18,782 | $7,022+167.5% | $6,427+192.2% | $4,660+303.1% |
| Participant deferral / active EE | $22,013 | $9,806+124.5% | $9,131+141.1% | $6,688+229.2% |
| Admin fee / account holder | $1,750 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |