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 | $69,054 | $45,035+53.3% | $62,995+9.6% | $70,131-1.5% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 18.91% | 18.76%+0.2pp | 87.57%-68.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,396 | $2,465+200.1% | $3,329+122.1% | $3,332+122.0% |
| Admin fee / account holder | $4,131 | $2,834+45.8% | $3,600+14.8% | $4,645-11.1% |