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 3-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 | $79,176 | $127,065-37.7% | $113,168-30.0% | $142,382-44.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.73% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,628 | $3,442+92.5% | $2,975+122.8% | $4,299+54.2% |
| Participant deferral / active EE | $23,293 | $5,716+307.5% | $5,107+356.1% | $6,507+258.0% |
| Admin fee / account holder | $34,371 | $15,736+118.4% | $12,068+184.8% | $12,624+172.3% |