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 7-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 | $20,112 | $95,266-78.9% | $82,389-75.6% | $142,382-85.9% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.5%+25.9pp | 80.1%+15.3pp |
| Annual return | 25.11% | 25.74%-0.6pp | 28.67%-3.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,242 | $2,991-25.0% | $2,517-10.9% | $4,299-47.8% |
| Participant deferral / active EE | $5,526 | $4,809+14.9% | $4,155+33.0% | $6,507-15.1% |
| Admin fee / account holder | $1,059 | $8,563-87.6% | $7,231-85.4% | $12,624-91.6% |