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 | $116,732 | $214,378-45.5% | $200,582-41.8% | $142,382-18.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 15.22% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,617 | $6,841-61.7% | $6,419-59.2% | $4,299-39.1% |
| Participant deferral / active EE | $7,912 | $9,865-19.8% | $9,331-15.2% | $6,507+21.6% |
| Admin fee / account holder | $323 | $17,692-98.2% | $16,305-98.0% | $12,624-97.4% |