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 7-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 | $96,919 | $91,552+5.9% | $133,956-27.6% | $79,858+21.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.67% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,505 | $2,384+5.1% | $3,919-36.1% | $2,471+1.4% |
| Participant deferral / active EE | $7,295 | $3,733+95.4% | $5,048+44.5% | $3,740+95.1% |
| Admin fee / account holder | $13,215 | $6,321+109.1% | $8,927+48.0% | $5,306+149.0% |