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 9-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 | $74,890 | $77,314-3.1% | $177,989-57.9% | $80,856-7.4% |
| Participation rate | 73.2% | 65.7%+7.5pp | 77.1%-3.8pp | 67.6%+5.6pp |
| Annual return | 30.92% | 18.09%+12.8pp | 294.48%-263.6pp | 35.59%-4.7pp |
| Employer contribution / active EE | $4,766 | $2,292+107.9% | $3,949+20.7% | $2,755+73.0% |
| Participant deferral / active EE | $6,712 | $4,411+52.2% | $6,276+6.9% | $4,296+56.2% |
| Admin fee / account holder | $1,172 | $7,191-83.7% | $10,363-88.7% | $6,918-83.1% |