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 6-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 | $72,036 | $201,272-64.2% | $184,203-60.9% | $145,922-50.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,634 | $7,022-62.5% | $6,427-59.0% | $4,660-43.5% |
| Participant deferral / active EE | $6,603 | $9,806-32.7% | $9,131-27.7% | $6,688-1.3% |
| Admin fee / account holder | $12,552 | $16,364-23.3% | $13,901-9.7% | $13,397-6.3% |