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 | $59,121 | $201,272-70.6% | $184,203-67.9% | $145,922-59.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 15.39% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,618 | $7,022-62.7% | $6,427-59.3% | $4,660-43.8% |
| Participant deferral / active EE | $5,360 | $9,806-45.3% | $9,131-41.3% | $6,688-19.9% |
| Admin fee / account holder | $1,469 | $16,364-91.0% | $13,901-89.4% | $13,397-89.0% |