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 | $87,653 | $202,432-56.7% | $169,368-48.2% | $139,434-37.1% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.11% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $626 | $4,692-86.7% | $4,013-84.4% | $4,751-86.8% |
| Participant deferral / active EE | $6,658 | $6,938-4.0% | $6,221+7.0% | $6,710-0.8% |
| Admin fee / account holder | $28,228 | $10,708+163.6% | $9,003+213.5% | $11,403+147.6% |