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 | $83,488 | $159,602-47.7% | $150,045-44.4% | $142,382-41.4% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 16.16% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,467 | $4,961+70.7% | $4,693+80.4% | $4,299+96.9% |
| Participant deferral / active EE | $7,964 | $8,310-4.2% | $7,997-0.4% | $6,507+22.4% |
| Admin fee / account holder | $9,091 | $14,846-38.8% | $13,435-32.3% | $12,624-28.0% |