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 6-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 | $97,176 | $185,822-47.7% | $169,993-42.8% | $139,434-30.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 20.00% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,417 | $7,590-15.5% | $6,785-5.4% | $4,751+35.1% |
| Participant deferral / active EE | $11,759 | $11,622+1.2% | $10,408+13.0% | $6,710+75.2% |
| Admin fee / account holder | $919 | $15,381-94.0% | $12,815-92.8% | $11,403-91.9% |