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 | $109,582 | $201,272-45.6% | $184,203-40.5% | $145,922-24.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $21,119 | $7,022+200.8% | $6,427+228.6% | $4,660+353.2% |
| Participant deferral / active EE | $10,755 | $9,806+9.7% | $9,131+17.8% | $6,688+60.8% |
| Admin fee / account holder | $1,037 | $16,364-93.7% | $13,901-92.5% | $13,397-92.3% |