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 | $56,362 | $162,781-65.4% | $133,956-57.9% | $158,922-64.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 14.53% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,737 | $4,975-45.0% | $3,919-30.1% | $4,761-42.5% |
| Participant deferral / active EE | $9,324 | $5,911+57.7% | $5,048+84.7% | $5,982+55.9% |
| Admin fee / account holder | $4,324 | $11,736-63.2% | $8,927-51.6% | $11,246-61.5% |