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 | $69,839 | $104,974-33.5% | $95,585-26.9% | $142,382-50.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.59% | 210.33%-196.7pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,000 | $2,779-28.0% | $2,527-20.8% | $4,299-53.5% |
| Participant deferral / active EE | $6,898 | $4,352+58.5% | $4,023+71.5% | $6,507+6.0% |
| Admin fee / account holder | $1,539 | $6,386-75.9% | $6,127-74.9% | $12,624-87.8% |