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 8-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 | $96,305 | $197,591-51.3% | $177,821-45.8% | $158,922-39.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 14.26% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,789 | $6,697-58.4% | $5,918-52.9% | $4,761-41.4% |
| Participant deferral / active EE | $12,729 | $8,405+51.5% | $7,714+65.0% | $5,982+112.8% |
| Admin fee / account holder | $19,492 | $15,399+26.6% | $12,427+56.9% | $11,246+73.3% |