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 | $83,169 | $138,044-39.8% | $125,339-33.6% | $134,475-38.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 10.13% | 750.33%-740.2pp | 572.05%-561.9pp | 417.96%-407.8pp |
| Employer contribution / active EE | $2,219 | $5,243-57.7% | $4,814-53.9% | $4,740-53.2% |
| Participant deferral / active EE | $8,656 | $7,799+11.0% | $7,446+16.2% | $6,400+35.3% |
| Admin fee / account holder | $6,548 | $11,571-43.4% | $10,010-34.6% | $11,426-42.7% |