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 10-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 | $77,607 | $165,335-53.1% | $149,696-48.2% | $158,922-51.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 12.26% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,571 | $5,103-10.4% | $4,644-1.6% | $4,761-4.0% |
| Participant deferral / active EE | $3,610 | $7,181-49.7% | $6,842-47.2% | $5,982-39.7% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |