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 | $61,099 | $165,335-63.0% | $149,696-59.2% | $158,922-61.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.03% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,644-46.2% | $4,761-47.6% |
| Participant deferral / active EE | $3,681 | $7,181-48.7% | $6,842-46.2% | $5,982-38.5% |
| Admin fee / account holder | $900 | $10,807-91.7% | $9,309-90.3% | $11,246-92.0% |