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 7-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 | $94,808 | $201,272-52.9% | $184,203-48.5% | $145,922-35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,385 | $7,022-51.8% | $6,427-47.3% | $4,660-27.4% |
| Participant deferral / active EE | $12,496 | $9,806+27.4% | $9,131+36.8% | $6,688+86.8% |
| Admin fee / account holder | $538 | $16,364-96.7% | $13,901-96.1% | $13,397-96.0% |