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 8-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 | $64,827 | $140,940-54.0% | $112,229-42.2% | $139,434-53.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 19.52% | 32.71%-13.2pp | 30.20%-10.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,864 | $4,283-9.8% | $3,430+12.6% | $4,751-18.7% |
| Participant deferral / active EE | $1,581 | $5,874-73.1% | $4,798-67.0% | $6,710-76.4% |
| Admin fee / account holder | $701 | $9,954-93.0% | $7,748-90.9% | $11,403-93.9% |