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 | $87,142 | $192,717-54.8% | $142,449-38.8% | $139,434-37.5% |
| Participation rate | 88.9% | 81.5%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 22.88% | 17.99%+4.9pp | 19.99%+2.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,341 | $5,806-25.2% | $4,847-10.4% | $4,751-8.6% |
| Participant deferral / active EE | $9,752 | $7,208+35.3% | $6,283+55.2% | $6,710+45.3% |
| Admin fee / account holder | $4,164 | $15,124-72.5% | $10,011-58.4% | $11,403-63.5% |