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 | $162,827 | $201,272-19.1% | $184,203-11.6% | $145,922+11.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.54% | 29.00%-2.5pp | 28.81%-2.3pp | 561.29%-534.7pp |
| Employer contribution / active EE | $3,824 | $7,022-45.5% | $6,427-40.5% | $4,660-17.9% |
| Participant deferral / active EE | $4,780 | $9,806-51.3% | $9,131-47.7% | $6,688-28.5% |
| Admin fee / account holder | $866 | $16,364-94.7% | $13,901-93.8% | $13,397-93.5% |