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 9-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 | $56,134 | $114,381-50.9% | $107,525-47.8% | $142,382-60.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,836 | $4,015-54.3% | $3,754-51.1% | $4,299-57.3% |
| Participant deferral / active EE | $6,748 | $5,564+21.3% | $5,116+31.9% | $6,507+3.7% |
| Admin fee / account holder | $1,046 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |