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 7-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 | $107,180 | $201,272-46.7% | $184,203-41.8% | $145,922-26.5% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 15.22% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,696 | $7,022-61.6% | $6,427-58.0% | $4,660-42.1% |
| Participant deferral / active EE | $10,528 | $9,806+7.4% | $9,131+15.3% | $6,688+57.4% |
| Admin fee / account holder | $333 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |