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 5-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 | $80,505 | $214,378-62.4% | $200,582-59.9% | $142,382-43.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.96% | 46.41%-26.4pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,909 | $6,841-57.5% | $6,419-54.7% | $4,299-32.3% |
| Participant deferral / active EE | $11,153 | $9,865+13.1% | $9,331+19.5% | $6,507+71.4% |
| Admin fee / account holder | $1,682 | $17,692-90.5% | $16,305-89.7% | $12,624-86.7% |