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 | $87,463 | $138,065-36.7% | $123,544-29.2% | $135,375-35.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 25.52% | 153.68%-128.2pp | 119.20%-93.7pp | 519.73%-494.2pp |
| Employer contribution / active EE | $4,787 | $5,151-7.1% | $4,628+3.4% | $4,779+0.2% |
| Participant deferral / active EE | $15,333 | $6,799+125.5% | $6,426+138.6% | $5,609+173.4% |
| Admin fee / account holder | $2,312 | $10,916-78.8% | $9,284-75.1% | $10,827-78.6% |