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 7-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 | $102,777 | $104,974-2.1% | $95,585+7.5% | $142,382-27.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.99% | 210.33%-191.3pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,880 | $2,779+3.7% | $2,527+14.0% | $4,299-33.0% |
| Participant deferral / active EE | $7,164 | $4,352+64.6% | $4,023+78.1% | $6,507+10.1% |
| Admin fee / account holder | $946 | $6,386-85.2% | $6,127-84.6% | $12,624-92.5% |