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 | $56,705 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 24.52% | 348.15%-323.6pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $13,862 | $5,103+171.7% | $4,644+198.5% | $4,761+191.2% |
| Participant deferral / active EE | $23,377 | $7,181+225.5% | $6,842+241.7% | $5,982+290.8% |
| Admin fee / account holder | $7,268 | $10,807-32.7% | $9,309-21.9% | $11,246-35.4% |