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 6-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 | $58,154 | $118,450-50.9% | $98,439-40.9% | $139,434-58.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.70% | 18.94%-2.2pp | 21.16%-4.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $10,333 | $3,609+186.3% | $3,048+239.0% | $4,751+117.5% |
| Participant deferral / active EE | $22,422 | $5,392+315.9% | $4,738+373.3% | $6,710+234.2% |
| Admin fee / account holder | $10,005 | $14,026-28.7% | $8,948+11.8% | $11,403-12.3% |