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 5-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 | $94,523 | $201,272-53.0% | $184,203-48.7% | $145,922-35.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,837 | $7,022-16.9% | $6,427-9.2% | $4,660+25.3% |
| Participant deferral / active EE | $15,737 | $9,806+60.5% | $9,131+72.3% | $6,688+135.3% |
| Admin fee / account holder | $9,782 | $16,364-40.2% | $13,901-29.6% | $13,397-27.0% |