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 | $123,809 | $201,272-38.5% | $184,203-32.8% | $145,922-15.2% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 21.97% | 29.00%-7.0pp | 28.81%-6.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $19,100 | $7,022+172.0% | $6,427+197.2% | $4,660+309.9% |
| Participant deferral / active EE | $19,100 | $9,806+94.8% | $9,131+109.2% | $6,688+185.6% |
| Admin fee / account holder | $8,027 | $16,364-50.9% | $13,901-42.3% | $13,397-40.1% |