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 4-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 | $113,251 | $201,272-43.7% | $184,203-38.5% | $145,922-22.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 13.82% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,503 | $7,022-35.9% | $6,427-29.9% | $4,660-3.4% |
| Participant deferral / active EE | $8,805 | $9,806-10.2% | $9,131-3.6% | $6,688+31.7% |
| Admin fee / account holder | $1,494 | $16,364-90.9% | $13,901-89.3% | $13,397-88.8% |