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 | $83,244 | $114,381-27.2% | $107,525-22.6% | $142,382-41.5% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,412 | $4,015-39.9% | $3,754-35.7% | $4,299-43.9% |
| Participant deferral / active EE | $6,926 | $5,564+24.5% | $5,116+35.4% | $6,507+6.4% |
| Admin fee / account holder | $576 | $9,860-94.2% | $8,919-93.5% | $12,624-95.4% |