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 | $82,425 | $106,584-22.7% | $101,326-18.7% | $142,382-42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.19% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,372 | $3,956+35.8% | $3,665+46.6% | $4,299+24.9% |
| Participant deferral / active EE | $19,775 | $8,297+138.3% | $7,994+147.4% | $6,507+203.9% |
| Admin fee / account holder | $356 | $11,446-96.9% | $11,185-96.8% | $12,624-97.2% |