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 | $89,796 | $201,272-55.4% | $184,203-51.3% | $145,922-38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.83% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,003 | $7,022-71.5% | $6,427-68.8% | $4,660-57.0% |
| Participant deferral / active EE | $6,645 | $9,806-32.2% | $9,131-27.2% | $6,688-0.6% |
| Admin fee / account holder | $6,315 | $16,364-61.4% | $13,901-54.6% | $13,397-52.9% |