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 | $79,272 | $111,754-29.1% | $103,333-23.3% | $145,922-45.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 20.26% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,703 | $4,212+11.6% | $3,868+21.6% | $4,660+0.9% |
| Participant deferral / active EE | $15,269 | $5,619+171.8% | $5,057+201.9% | $6,688+128.3% |
| Admin fee / account holder | $696 | $9,750-92.9% | $8,355-91.7% | $13,397-94.8% |