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 | $81,613 | $117,841-30.7% | $102,423-20.3% | $145,922-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $11,570 | $3,615+220.1% | $3,023+282.7% | $4,660+148.3% |
| Participant deferral / active EE | $14,947 | $5,731+160.8% | $5,053+195.8% | $6,688+123.5% |
| Admin fee / account holder | $38,405 | $13,326+188.2% | $9,451+306.4% | $13,397+186.7% |