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 9-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 | $68,745 | $201,272-65.8% | $184,203-62.7% | $145,922-52.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,201 | $7,022-68.7% | $6,427-65.8% | $4,660-52.8% |
| Participant deferral / active EE | $4,300 | $9,806-56.1% | $9,131-52.9% | $6,688-35.7% |
| Admin fee / account holder | $17,937 | $16,364+9.6% | $13,901+29.0% | $13,397+33.9% |