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 | $86,822 | $165,335-47.5% | $149,696-42.0% | $158,922-45.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.14% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,014 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $7,503 | $7,181+4.5% | $6,842+9.7% | $5,982+25.4% |
| Admin fee / account holder | $4,520 | $10,807-58.2% | $9,309-51.4% | $11,246-59.8% |