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 | $63,500 | $105,931-40.1% | $81,930-22.5% | $158,922-60.0% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 12.94% | 38.17%-25.2pp | 29.49%-16.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,675 | $7,800-52.9% | $4,310-14.7% | $4,761-22.8% |
| Participant deferral / active EE | $3,889 | $13,003-70.1% | $7,107-45.3% | $5,982-35.0% |
| Admin fee / account holder | $4,408 | $8,489-48.1% | $5,158-14.5% | $11,246-60.8% |