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 | $90,221 | $94,625-4.7% | $116,228-22.4% | $84,808+6.4% |
| Participation rate | 83.1% | 70.4%+12.6pp | 74.6%+8.5pp | 68.3%+14.8pp |
| Annual return | 14.71% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,605 | $2,347+53.6% | $2,994+20.4% | $2,631+37.0% |
| Participant deferral / active EE | $7,679 | $3,972+93.3% | $4,953+55.0% | $4,212+82.3% |
| Admin fee / account holder | $3,628 | $10,091-64.0% | $11,989-69.7% | $7,344-50.6% |