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 7-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 | $78,942 | $117,841-33.0% | $102,423-22.9% | $145,922-45.9% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 17.11% | 31.65%-14.5pp | 29.32%-12.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $10,671 | $3,615+195.2% | $3,023+253.0% | $4,660+129.0% |
| Participant deferral / active EE | $8,912 | $5,731+55.5% | $5,053+76.4% | $6,688+33.3% |
| Admin fee / account holder | $3,329 | $13,326-75.0% | $9,451-64.8% | $13,397-75.1% |