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 | $97,961 | $175,202-44.1% | $149,673-34.6% | $139,434-29.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.77% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $9,702 | $5,474+77.2% | $4,818+101.4% | $4,751+104.2% |
| Participant deferral / active EE | $6,768 | $6,519+3.8% | $5,680+19.2% | $6,710+0.9% |
| Admin fee / account holder | $5,278 | $16,150-67.3% | $13,210-60.0% | $11,403-53.7% |