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 | $86,035 | $117,983-27.1% | $101,794-15.5% | $142,382-39.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 26.36% | 36.92%-10.6pp | 30.53%-4.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,925 | $2,773+41.5% | $2,289+71.5% | $4,299-8.7% |
| Participant deferral / active EE | $12,558 | $4,714+166.4% | $4,084+207.5% | $6,507+93.0% |
| Admin fee / account holder | $16,764 | $10,433+60.7% | $8,777+91.0% | $12,624+32.8% |