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 3-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 | $102,566 | $179,726-42.9% | $156,263-34.4% | $142,382-28.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 18.55% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,707 | $5,069-66.3% | $4,333-60.6% | $4,299-60.3% |
| Participant deferral / active EE | $3,149 | $6,956-54.7% | $6,158-48.9% | $6,507-51.6% |
| Admin fee / account holder | $1,547 | $17,272-91.0% | $14,255-89.1% | $12,624-87.7% |