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 | $140,360 | $201,272-30.3% | $184,203-23.8% | $145,922-3.8% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 16.00% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,963 | $7,022+13.4% | $6,427+23.9% | $4,660+70.9% |
| Participant deferral / active EE | $17,684 | $9,806+80.3% | $9,131+93.7% | $6,688+164.4% |
| Admin fee / account holder | $2,585 | $16,364-84.2% | $13,901-81.4% | $13,397-80.7% |