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 | $99,715 | $201,272-50.5% | $184,203-45.9% | $145,922-31.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.41% | 29.00%+7.4pp | 28.81%+7.6pp | 561.29%-524.9pp |
| Employer contribution / active EE | $3,089 | $7,022-56.0% | $6,427-51.9% | $4,660-33.7% |
| Participant deferral / active EE | $17,979 | $9,806+83.3% | $9,131+96.9% | $6,688+168.8% |
| Admin fee / account holder | $9,483 | $16,364-42.0% | $13,901-31.8% | $13,397-29.2% |