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 | $90,310 | $209,411-56.9% | $178,490-49.4% | $158,922-43.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.23% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,726 | $5,706-34.7% | $5,011-25.6% | $4,761-21.7% |
| Participant deferral / active EE | $2,885 | $5,954-51.5% | $5,202-44.5% | $5,982-51.8% |
| Admin fee / account holder | $502 | $17,074-97.1% | $13,984-96.4% | $11,246-95.5% |