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 | $95,241 | $106,584-10.6% | $101,326-6.0% | $142,382-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.28% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,454 | $3,956+63.1% | $3,665+76.1% | $4,299+50.1% |
| Participant deferral / active EE | $14,617 | $8,297+76.2% | $7,994+82.8% | $6,507+124.6% |
| Admin fee / account holder | $10,271 | $11,446-10.3% | $11,185-8.2% | $12,624-18.6% |