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 9-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 | $79,496 | $100,773-21.1% | $88,946-10.6% | $142,382-44.2% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 14.79% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,526 | $2,918-13.4% | $2,555-1.1% | $4,299-41.2% |
| Participant deferral / active EE | $6,472 | $5,230+23.7% | $4,581+41.3% | $6,507-0.5% |
| Admin fee / account holder | $2,199 | $9,693-77.3% | $8,261-73.4% | $12,624-82.6% |