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 | $199,986 | $201,272-0.6% | $184,203+8.6% | $145,922+37.1% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 18.47% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $9,968 | $7,022+42.0% | $6,427+55.1% | $4,660+113.9% |
| Participant deferral / active EE | $9,138 | $9,806-6.8% | $9,131+0.1% | $6,688+36.6% |
| Admin fee / account holder | $5,562 | $16,364-66.0% | $13,901-60.0% | $13,397-58.5% |