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 8-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 | $95,652 | $111,754-14.4% | $103,333-7.4% | $145,922-34.4% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 13.72% | 24.77%-11.0pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,300 | $4,212+73.3% | $3,868+88.7% | $4,660+56.7% |
| Participant deferral / active EE | $4,329 | $5,619-23.0% | $5,057-14.4% | $6,688-35.3% |
| Admin fee / account holder | $1,504 | $9,750-84.6% | $8,355-82.0% | $13,397-88.8% |