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 | $103,275 | $165,335-37.5% | $149,696-31.0% | $158,922-35.0% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 18.88% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,037 | $5,103-79.7% | $4,644-77.7% | $4,761-78.2% |
| Participant deferral / active EE | $5,641 | $7,181-21.5% | $6,842-17.6% | $5,982-5.7% |
| Admin fee / account holder | $385 | $10,807-96.4% | $9,309-95.9% | $11,246-96.6% |