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 | $79,107 | $884,045-91.1% | $453,369-82.6% | $167,490-52.8% |
| Participation rate | 92.9% | 81.6%+11.3pp | 78.0%+14.9pp | 82.1%+10.8pp |
| Annual return | 16.58% | 29.49%-12.9pp | 64.40%-47.8pp | 478.56%-462.0pp |
| Employer contribution / active EE | $13,736 | $5,538+148.0% | $4,070+237.5% | $4,837+184.0% |
| Participant deferral / active EE | $14,829 | $7,898+87.7% | $6,209+138.8% | $6,341+133.8% |
| Admin fee / account holder | $11,386 | $22,063-48.4% | $11,209+1.6% | $12,309-7.5% |