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 | $106,251 | $185,822-42.8% | $169,993-37.5% | $139,434-23.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.87% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $20,347 | $7,590+168.1% | $6,785+199.9% | $4,751+328.3% |
| Participant deferral / active EE | $14,581 | $11,622+25.5% | $10,408+40.1% | $6,710+117.3% |
| Admin fee / account holder | $14,568 | $15,381-5.3% | $12,815+13.7% | $11,403+27.8% |