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 | $84,822 | $179,726-52.8% | $156,263-45.7% | $142,382-40.4% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 15.13% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,781 | $5,069-45.1% | $4,333-35.8% | $4,299-35.3% |
| Participant deferral / active EE | $5,874 | $6,956-15.6% | $6,158-4.6% | $6,507-9.7% |
| Admin fee / account holder | $437 | $17,272-97.5% | $14,255-96.9% | $12,624-96.5% |