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 | $55,532 | $165,335-66.4% | $149,696-62.9% | $158,922-65.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.74% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,090 | $5,103-39.4% | $4,644-33.5% | $4,761-35.1% |
| Participant deferral / active EE | $9,683 | $7,181+34.8% | $6,842+41.5% | $5,982+61.9% |
| Admin fee / account holder | $2,284 | $10,807-78.9% | $9,309-75.5% | $11,246-79.7% |