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 3-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 | $93,665 | $214,378-56.3% | $200,582-53.3% | $142,382-34.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 21.76% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $7,292 | $6,841+6.6% | $6,419+13.6% | $4,299+69.6% |
| Participant deferral / active EE | $13,290 | $9,865+34.7% | $9,331+42.4% | $6,507+104.2% |
| Admin fee / account holder | $11,152 | $17,692-37.0% | $16,305-31.6% | $12,624-11.7% |