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 5-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 | $68,810 | $140,940-51.2% | $112,229-38.7% | $139,434-50.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 29.49% | 32.71%-3.2pp | 30.20%-0.7pp | 372.94%-343.5pp |
| Employer contribution / active EE | $9,149 | $4,283+113.6% | $3,430+166.7% | $4,751+92.6% |
| Participant deferral / active EE | $22,500 | $5,874+283.0% | $4,798+369.0% | $6,710+235.3% |
| Admin fee / account holder | $1,615 | $9,954-83.8% | $7,748-79.2% | $11,403-85.8% |