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 5-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 | $84,292 | $201,272-58.1% | $184,203-54.2% | $145,922-42.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.39% | 29.00%+4.4pp | 28.81%+4.6pp | 561.29%-527.9pp |
| Employer contribution / active EE | $9,188 | $7,022+30.8% | $6,427+43.0% | $4,660+97.2% |
| Participant deferral / active EE | $11,737 | $9,806+19.7% | $9,131+28.5% | $6,688+75.5% |
| Admin fee / account holder | $1,254 | $16,364-92.3% | $13,901-91.0% | $13,397-90.6% |