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 6-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 | $119,438 | $148,978-19.8% | $200,582-40.5% | $84,808+40.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 27.05% | 28.16%-1.1pp | 42.33%-15.3pp | 40.90%-13.8pp |
| Employer contribution / active EE | $10,128 | $4,815+110.3% | $6,419+57.8% | $2,631+284.9% |
| Participant deferral / active EE | $18,903 | $7,142+164.7% | $9,331+102.6% | $4,212+348.8% |
| Admin fee / account holder | $536 | $13,977-96.2% | $16,305-96.7% | $7,344-92.7% |