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 | $56,580 | $165,335-65.8% | $149,696-62.2% | $158,922-64.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.26% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,948 | $5,103-22.6% | $4,644-15.0% | $4,761-17.1% |
| Participant deferral / active EE | $9,571 | $7,181+33.3% | $6,842+39.9% | $5,982+60.0% |
| Admin fee / account holder | $408 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |