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 | $91,558 | $176,056-48.0% | $159,436-42.6% | $167,490-45.3% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 22.18% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $23,288 | $5,297+339.6% | $4,829+382.2% | $4,837+381.4% |
| Participant deferral / active EE | $12,853 | $7,750+65.8% | $7,352+74.8% | $6,341+102.7% |
| Admin fee / account holder | $15,863 | $12,554+26.4% | $10,799+46.9% | $12,309+28.9% |