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 3-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 | $93,254 | $135,952-31.4% | $123,892-24.7% | $273,961-66.0% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.04% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,476 | $5,170-32.8% | $4,617-24.7% | $4,869-28.6% |
| Participant deferral / active EE | $8,294 | $6,343+30.8% | $5,984+38.6% | $5,287+56.9% |
| Admin fee / account holder | $20,405 | $9,817+107.9% | $8,357+144.2% | $10,132+101.4% |