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 | $118,568 | $91,037+30.2% | $71,671+65.4% | $147,584-19.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.58% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $833 | $3,327-75.0% | $2,460-66.1% | $4,876-82.9% |
| Participant deferral / active EE | $3,014 | $4,498-33.0% | $3,438-12.3% | $5,439-44.6% |
| Admin fee / account holder | $3,223 | $8,613-62.6% | $5,558-42.0% | $10,885-70.4% |