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 | $90,171 | $125,758-28.3% | $169,993-47.0% | $75,163+20.0% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 27.23% | 27.20%0pp | 53.37%-26.1pp | 160.62%-133.4pp |
| Employer contribution / active EE | $14,470 | $4,615+213.6% | $6,785+113.3% | $2,670+442.0% |
| Participant deferral / active EE | $19,934 | $6,837+191.5% | $10,408+91.5% | $4,125+383.2% |
| Admin fee / account holder | $1,320 | $8,173-83.8% | $12,815-89.7% | $5,651-76.6% |