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 | $83,012 | $115,770-28.3% | $101,248-18.0% | $158,922-47.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.62% | 56.14%-41.5pp | 46.47%-31.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,753 | $4,175-34.1% | $3,660-24.8% | $4,761-42.2% |
| Participant deferral / active EE | $6,098 | $4,957+23.0% | $4,370+39.5% | $5,982+1.9% |
| Admin fee / account holder | $1,574 | $7,245-78.3% | $5,945-73.5% | $11,246-86.0% |