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 | $90,992 | $148,534-38.7% | $135,903-33.0% | $139,434-34.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 30.36% | 79.19%-48.8pp | 68.23%-37.9pp | 372.94%-342.6pp |
| Employer contribution / active EE | $4,362 | $5,243-16.8% | $4,856-10.2% | $4,751-8.2% |
| Participant deferral / active EE | $20,663 | $8,100+155.1% | $7,758+166.3% | $6,710+207.9% |
| Admin fee / account holder | $2,311 | $12,400-81.4% | $10,762-78.5% | $11,403-79.7% |