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 | $56,166 | $127,065-55.8% | $113,168-50.4% | $142,382-60.6% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 13.42% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,889 | $3,442-45.1% | $2,975-36.5% | $4,299-56.1% |
| Participant deferral / active EE | $10,749 | $5,716+88.0% | $5,107+110.5% | $6,507+65.2% |
| Admin fee / account holder | $16,127 | $15,736+2.5% | $12,068+33.6% | $12,624+27.7% |