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 | $79,866 | $179,726-55.6% | $156,263-48.9% | $142,382-43.9% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 15.00% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,508 | $5,069-70.3% | $4,333-65.2% | $4,299-64.9% |
| Participant deferral / active EE | $6,275 | $6,956-9.8% | $6,158+1.9% | $6,507-3.6% |
| Admin fee / account holder | $760 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |