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 | $85,899 | $201,272-57.3% | $184,203-53.4% | $145,922-41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.92% | 29.00%-3.1pp | 28.81%-2.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $6,772 | $7,022-3.6% | $6,427+5.4% | $4,660+45.3% |
| Participant deferral / active EE | $16,810 | $9,806+71.4% | $9,131+84.1% | $6,688+151.4% |
| Admin fee / account holder | $437 | $16,364-97.3% | $13,901-96.9% | $13,397-96.7% |