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 8-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 | $57,299 | $201,272-71.5% | $184,203-68.9% | $145,922-60.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 22.57% | 29.00%-6.4pp | 28.81%-6.2pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,931 | $7,022-58.3% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $9,770 | $9,806-0.4% | $9,131+7.0% | $6,688+46.1% |
| Admin fee / account holder | $9,935 | $16,364-39.3% | $13,901-28.5% | $13,397-25.8% |