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 7-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 | $98,066 | $201,272-51.3% | $184,203-46.8% | $145,922-32.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.55% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $17,435 | $7,022+148.3% | $6,427+171.3% | $4,660+274.2% |
| Participant deferral / active EE | $9,875 | $9,806+0.7% | $9,131+8.1% | $6,688+47.7% |
| Admin fee / account holder | $8,110 | $16,364-50.4% | $13,901-41.7% | $13,397-39.5% |