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 5-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 | $88,805 | $214,378-58.6% | $200,582-55.7% | $142,382-37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.77% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,192 | $6,841-9.5% | $6,419-3.5% | $4,299+44.0% |
| Participant deferral / active EE | $8,625 | $9,865-12.6% | $9,331-7.6% | $6,507+32.5% |
| Admin fee / account holder | $3,384 | $17,692-80.9% | $16,305-79.2% | $12,624-73.2% |