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 6-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 | $56,890 | $165,335-65.6% | $149,696-62.0% | $158,922-64.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.18% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,808 | $5,103-25.4% | $4,644-18.0% | $4,761-20.0% |
| Participant deferral / active EE | $7,991 | $7,181+11.3% | $6,842+16.8% | $5,982+33.6% |
| Admin fee / account holder | $423 | $10,807-96.1% | $9,309-95.5% | $11,246-96.2% |