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 10-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 | $88,386 | $201,272-56.1% | $184,203-52.0% | $145,922-39.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.56% | 29.00%-11.4pp | 28.81%-11.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,928 | $7,022-58.3% | $6,427-54.4% | $4,660-37.2% |
| Participant deferral / active EE | $15,401 | $9,806+57.1% | $9,131+68.7% | $6,688+130.3% |
| Admin fee / account holder | $693 | $16,364-95.8% | $13,901-95.0% | $13,397-94.8% |