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 10-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 | $114,018 | $201,272-43.4% | $184,203-38.1% | $145,922-21.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,803 | $7,022-60.1% | $6,427-56.4% | $4,660-39.8% |
| Participant deferral / active EE | $8,231 | $9,806-16.1% | $9,131-9.9% | $6,688+23.1% |
| Admin fee / account holder | $12,649 | $16,364-22.7% | $13,901-9.0% | $13,397-5.6% |