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 | $46,153 | $152,587-69.8% | $125,175-63.1% | $152,861-69.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.45% | 54.84%-35.4pp | 43.79%-24.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,578 | $4,946+53.2% | $3,865+96.0% | $4,762+59.1% |
| Participant deferral / active EE | $4,038 | $5,868-31.2% | $4,937-18.2% | $5,850-31.0% |
| Admin fee / account holder | $315 | $13,434-97.7% | $9,702-96.8% | $11,596-97.3% |