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 | $64,024 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.54% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,325 | $5,103-54.4% | $4,644-49.9% | $4,761-51.2% |
| Participant deferral / active EE | $8,053 | $7,181+12.1% | $6,842+17.7% | $5,982+34.6% |
| Admin fee / account holder | $841 | $10,807-92.2% | $9,309-91.0% | $11,246-92.5% |