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 10-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 | $106,625 | $131,893-19.2% | $303,047-64.8% | $116,875-8.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 20.16% | 15.41%+4.7pp | 2.47%+17.7pp | 16.29%+3.9pp |
| Employer contribution / active EE | $3,939 | $3,467+13.6% | $7,418-46.9% | $3,288+19.8% |
| Participant deferral / active EE | $8,722 | $4,183+108.5% | $5,070+72.0% | $3,885+124.5% |
| Admin fee / account holder | $14,597 | $14,721-0.8% | $39,333-62.9% | $12,263+19.0% |