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 | $77,329 | $214,378-63.9% | $200,582-61.4% | $142,382-45.7% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 13.49% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,513 | $6,841-4.8% | $6,419+1.5% | $4,299+51.5% |
| Participant deferral / active EE | $17,141 | $9,865+73.8% | $9,331+83.7% | $6,507+163.4% |
| Admin fee / account holder | $36,176 | $17,692+104.5% | $16,305+121.9% | $12,624+186.6% |