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 | $44,282 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.34% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,211 | $5,103-37.1% | $4,644-30.9% | $4,761-32.6% |
| Participant deferral / active EE | $8,190 | $7,181+14.0% | $6,842+19.7% | $5,982+36.9% |
| Admin fee / account holder | $845 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |