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 | $110,364 | $106,584+3.5% | $101,326+8.9% | $142,382-22.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 16.32% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,359 | $3,956-40.4% | $3,665-35.6% | $4,299-45.1% |
| Participant deferral / active EE | $8,385 | $8,297+1.1% | $7,994+4.9% | $6,507+28.9% |
| Admin fee / account holder | $512 | $11,446-95.5% | $11,185-95.4% | $12,624-95.9% |