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 | $84,389 | $165,335-49.0% | $149,696-43.6% | $158,922-46.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.82% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,273 | $5,103-35.9% | $4,644-29.5% | $4,761-31.2% |
| Participant deferral / active EE | $6,955 | $7,181-3.2% | $6,842+1.6% | $5,982+16.3% |
| Admin fee / account holder | $8,069 | $10,807-25.3% | $9,309-13.3% | $11,246-28.2% |