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 | $86,643 | $148,978-41.8% | $200,582-56.8% | $84,808+2.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.52% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7,797 | $4,815+61.9% | $6,419+21.5% | $2,631+196.4% |
| Participant deferral / active EE | $13,447 | $7,142+88.3% | $9,331+44.1% | $4,212+219.3% |
| Admin fee / account holder | $17,507 | $13,977+25.3% | $16,305+7.4% | $7,344+138.4% |