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 | $94,072 | $165,335-43.1% | $149,696-37.2% | $158,922-40.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.88% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,134 | $5,103-77.8% | $4,644-75.6% | $4,761-76.2% |
| Participant deferral / active EE | $15,598 | $7,181+117.2% | $6,842+128.0% | $5,982+160.7% |
| Admin fee / account holder | $539 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |