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 | $93,353 | $214,378-56.5% | $200,582-53.5% | $142,382-34.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 23.48% | 46.41%-22.9pp | 42.33%-18.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $6,526 | $6,841-4.6% | $6,419+1.7% | $4,299+51.8% |
| Participant deferral / active EE | $8,676 | $9,865-12.1% | $9,331-7.0% | $6,507+33.3% |
| Admin fee / account holder | $3,670 | $17,692-79.3% | $16,305-77.5% | $12,624-70.9% |