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 | $92,120 | $109,881-16.2% | $150,045-38.6% | $84,808+8.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.71% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $4,591 | $3,561+28.9% | $4,693-2.2% | $2,631+74.5% |
| Participant deferral / active EE | $20,653 | $6,636+211.2% | $7,997+158.3% | $4,212+390.4% |
| Admin fee / account holder | $13,367 | $8,568+56.0% | $13,435-0.5% | $7,344+82.0% |