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 | $74,026 | $106,584-30.5% | $101,326-26.9% | $142,382-48.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.42% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,620 | $3,956+117.9% | $3,665+135.2% | $4,299+100.5% |
| Participant deferral / active EE | $27,306 | $8,297+229.1% | $7,994+241.6% | $6,507+319.6% |
| Admin fee / account holder | $13,537 | $11,446+18.3% | $11,185+21.0% | $12,624+7.2% |