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 | $82,324 | $179,726-54.2% | $156,263-47.3% | $142,382-42.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.75% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,628 | $5,069-48.2% | $4,333-39.4% | $4,299-38.9% |
| Participant deferral / active EE | $9,249 | $6,956+33.0% | $6,158+50.2% | $6,507+42.1% |
| Admin fee / account holder | $4,498 | $17,272-74.0% | $14,255-68.4% | $12,624-64.4% |