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 4-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 | $94,776 | $201,272-52.9% | $184,203-48.5% | $145,922-35.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.69% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,490 | $7,022+20.9% | $6,427+32.1% | $4,660+82.2% |
| Participant deferral / active EE | $14,814 | $9,806+51.1% | $9,131+62.2% | $6,688+121.5% |
| Admin fee / account holder | $24,977 | $16,364+52.6% | $13,901+79.7% | $13,397+86.4% |