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 | $103,966 | $214,378-51.5% | $200,582-48.2% | $142,382-27.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.23% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,040 | $6,841-70.2% | $6,419-68.2% | $4,299-52.6% |
| Participant deferral / active EE | $9,946 | $9,865+0.8% | $9,331+6.6% | $6,507+52.8% |
| Admin fee / account holder | $592 | $17,692-96.7% | $16,305-96.4% | $12,624-95.3% |