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 8-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 | $69,864 | $159,602-56.2% | $150,045-53.4% | $142,382-50.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 16.73% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,855 | $4,961-42.5% | $4,693-39.2% | $4,299-33.6% |
| Participant deferral / active EE | $10,282 | $8,310+23.7% | $7,997+28.6% | $6,507+58.0% |
| Admin fee / account holder | $5,917 | $14,846-60.1% | $13,435-56.0% | $12,624-53.1% |