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 | $75,843 | $214,378-64.6% | $200,582-62.2% | $142,382-46.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 16.00% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,691 | $6,841-75.3% | $6,419-73.7% | $4,299-60.7% |
| Participant deferral / active EE | $7,762 | $9,865-21.3% | $9,331-16.8% | $6,507+19.3% |
| Admin fee / account holder | $5,932 | $17,692-66.5% | $16,305-63.6% | $12,624-53.0% |