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 | $46,297 | $159,602-71.0% | $150,045-69.1% | $142,382-67.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.58% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,200 | $4,961-55.7% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $3,982 | $8,310-52.1% | $7,997-50.2% | $6,507-38.8% |
| Admin fee / account holder | $7,027 | $14,846-52.7% | $13,435-47.7% | $12,624-44.3% |