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 | $86,969 | $159,602-45.5% | $150,045-42.0% | $142,382-38.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.45% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,601 | $4,961-27.4% | $4,693-23.3% | $4,299-16.2% |
| Participant deferral / active EE | $5,440 | $8,310-34.5% | $7,997-32.0% | $6,507-16.4% |
| Admin fee / account holder | $30,200 | $14,846+103.4% | $13,435+124.8% | $12,624+139.2% |