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 6-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 | $68,986 | $179,726-61.6% | $156,263-55.9% | $142,382-51.5% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 16.14% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,646 | $5,069-28.1% | $4,333-15.9% | $4,299-15.2% |
| Participant deferral / active EE | $6,549 | $6,956-5.9% | $6,158+6.3% | $6,507+0.6% |
| Admin fee / account holder | $5,837 | $17,272-66.2% | $14,255-59.1% | $12,624-53.8% |