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 | $85,503 | $154,117-44.5% | $129,995-34.2% | $139,434-38.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 12.48% | 32.48%-20.0pp | -137.18%+149.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $7,965 | $5,289+50.6% | $4,320+84.4% | $4,751+67.7% |
| Participant deferral / active EE | $2,382 | $6,710-64.5% | $5,820-59.1% | $6,710-64.5% |
| Admin fee / account holder | $1,866 | $14,007-86.7% | $10,614-82.4% | $11,403-83.6% |