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 10-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 | $98,871 | $227,553-56.6% | $189,557-47.8% | $167,490-41.0% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 13.26% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,194 | $5,316+16.5% | $4,412+40.4% | $4,837+28.0% |
| Participant deferral / active EE | $6,654 | $7,002-5.0% | $6,174+7.8% | $6,341+4.9% |
| Admin fee / account holder | $443 | $11,878-96.3% | $9,807-95.5% | $12,309-96.4% |