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 | $62,993 | $185,822-66.1% | $169,993-62.9% | $139,434-54.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 11.94% | 60.50%-48.6pp | 53.37%-41.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,824 | $7,590-62.8% | $6,785-58.4% | $4,751-40.6% |
| Participant deferral / active EE | $7,332 | $11,622-36.9% | $10,408-29.6% | $6,710+9.3% |
| Admin fee / account holder | $991 | $15,381-93.6% | $12,815-92.3% | $11,403-91.3% |