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 7-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 | $111,422 | $53,822+107.0% | $75,696+47.2% | $85,850+29.8% |
| Participation rate | 94.1% | 69.1%+25.1pp | 74.8%+19.3pp | 69.3%+24.8pp |
| Annual return | 18.90% | 24.54%-5.6pp | 104.53%-85.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $1,058 | $2,017-47.5% | $2,743-61.4% | $2,565-58.8% |
| Participant deferral / active EE | $1,214 | $2,895-58.1% | $3,821-68.2% | $3,952-69.3% |
| Admin fee / account holder | $1,250 | $3,343-62.6% | $3,619-65.5% | $6,260-80.0% |