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 | $85,890 | $201,272-57.3% | $184,203-53.4% | $145,922-41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $9,936 | $7,022+41.5% | $6,427+54.6% | $4,660+113.2% |
| Participant deferral / active EE | $18,294 | $9,806+86.6% | $9,131+100.3% | $6,688+173.5% |
| Admin fee / account holder | $9,270 | $16,364-43.4% | $13,901-33.3% | $13,397-30.8% |