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 | $45,795 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.98% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,849 | $5,103-63.8% | $4,644-60.2% | $4,761-61.2% |
| Participant deferral / active EE | $6,347 | $7,181-11.6% | $6,842-7.2% | $5,982+6.1% |
| Admin fee / account holder | $338 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |