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 | $82,341 | $106,515-22.7% | $96,683-14.8% | $139,434-40.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.17% | 38.43%-15.3pp | 35.69%-12.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,859 | $4,103-30.3% | $3,737-23.5% | $4,751-39.8% |
| Participant deferral / active EE | $11,683 | $5,454+114.2% | $4,878+139.5% | $6,710+74.1% |
| Admin fee / account holder | $1,663 | $7,877-78.9% | $6,730-75.3% | $11,403-85.4% |