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 | $185,580 | $201,272-7.8% | $184,203+0.7% | $145,922+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.30% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $24,663 | $7,022+251.2% | $6,427+283.7% | $4,660+429.3% |
| Participant deferral / active EE | $9,440 | $9,806-3.7% | $9,131+3.4% | $6,688+41.2% |
| Admin fee / account holder | $586 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |