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 | $70,364 | $73,933-4.8% | $96,683-27.2% | $75,163-6.4% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 18.79% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,016 | $2,928+37.2% | $3,737+7.5% | $2,670+50.4% |
| Participant deferral / active EE | $8,664 | $3,659+136.8% | $4,878+77.6% | $4,125+110.0% |
| Admin fee / account holder | $1,889 | $5,216-63.8% | $6,730-71.9% | $5,651-66.6% |