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 10-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 | $79,238 | $80,968-2.1% | $96,544-17.9% | $75,163+5.4% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 20.71% | 27.06%-6.4pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,520 | $2,282+54.3% | $2,965+18.7% | $2,670+31.9% |
| Participant deferral / active EE | $7,175 | $3,928+82.7% | $4,851+47.9% | $4,125+73.9% |
| Admin fee / account holder | $881 | $6,724-86.9% | $8,252-89.3% | $5,651-84.4% |