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 | $66,031 | $201,272-67.2% | $184,203-64.2% | $145,922-54.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 28.37% | 29.00%-0.6pp | 28.81%-0.4pp | 561.29%-532.9pp |
| Employer contribution / active EE | $2,685 | $7,022-61.8% | $6,427-58.2% | $4,660-42.4% |
| Participant deferral / active EE | $7,922 | $9,806-19.2% | $9,131-13.2% | $6,688+18.5% |
| Admin fee / account holder | $4,223 | $16,364-74.2% | $13,901-69.6% | $13,397-68.5% |