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 | $53,836 | $115,882-53.5% | $100,516-46.4% | $158,922-66.1% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 23.01% | 34.79%-11.8pp | 30.89%-7.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,126 | $4,103-48.2% | $3,418-37.8% | $4,761-55.4% |
| Participant deferral / active EE | $7,648 | $6,674+14.6% | $6,270+22.0% | $5,982+27.8% |
| Admin fee / account holder | $497 | $10,995-95.5% | $8,081-93.8% | $11,246-95.6% |