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 8-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 | $110,545 | $214,378-48.4% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.51% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,028 | $6,841-55.7% | $6,419-52.8% | $4,299-29.6% |
| Participant deferral / active EE | $9,160 | $9,865-7.1% | $9,331-1.8% | $6,507+40.8% |
| Admin fee / account holder | $742 | $17,692-95.8% | $16,305-95.4% | $12,624-94.1% |