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 8-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 | $93,594 | $201,272-53.5% | $184,203-49.2% | $145,922-35.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.74% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,005 | $7,022-14.5% | $6,427-6.6% | $4,660+28.9% |
| Participant deferral / active EE | $9,360 | $9,806-4.6% | $9,131+2.5% | $6,688+40.0% |
| Admin fee / account holder | $4,025 | $16,364-75.4% | $13,901-71.0% | $13,397-70.0% |