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 8-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 | $59,225 | $111,754-47.0% | $103,333-42.7% | $145,922-59.4% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.00% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,811 | $4,212-33.3% | $3,868-27.3% | $4,660-39.7% |
| Participant deferral / active EE | $7,667 | $5,619+36.5% | $5,057+51.6% | $6,688+14.6% |
| Admin fee / account holder | $1,199 | $9,750-87.7% | $8,355-85.7% | $13,397-91.1% |