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 4-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 | $65,667 | $214,378-69.4% | $200,582-67.3% | $142,382-53.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,481 | $6,841-34.5% | $6,419-30.2% | $4,299+4.2% |
| Participant deferral / active EE | $10,681 | $9,865+8.3% | $9,331+14.5% | $6,507+64.1% |
| Admin fee / account holder | $3,893 | $17,692-78.0% | $16,305-76.1% | $12,624-69.2% |