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 | $63,559 | $165,335-61.6% | $149,696-57.5% | $158,922-60.0% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 20.89% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,798 | $5,103-45.2% | $4,644-39.8% | $4,761-41.2% |
| Participant deferral / active EE | $6,447 | $7,181-10.2% | $6,842-5.8% | $5,982+7.8% |
| Admin fee / account holder | $3,011 | $10,807-72.1% | $9,309-67.7% | $11,246-73.2% |