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 | $88,850 | $124,281-28.5% | $109,143-18.6% | $167,490-47.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 10.60% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $12,500 | $4,207+197.1% | $3,722+235.8% | $4,837+158.4% |
| Participant deferral / active EE | $8,692 | $5,255+65.4% | $4,653+86.8% | $6,341+37.1% |
| Admin fee / account holder | $3,526 | $7,970-55.8% | $6,752-47.8% | $12,309-71.4% |