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 | $156,052 | $201,272-22.5% | $184,203-15.3% | $145,922+6.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.35% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,912 | $7,022-72.8% | $6,427-70.2% | $4,660-59.0% |
| Participant deferral / active EE | $8,139 | $9,806-17.0% | $9,131-10.9% | $6,688+21.7% |
| Admin fee / account holder | $4,273 | $16,364-73.9% | $13,901-69.3% | $13,397-68.1% |