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 | $77,042 | $127,065-39.4% | $113,168-31.9% | $142,382-45.9% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 34.38% | 24.03%+10.3pp | 24.27%+10.1pp | 217.08%-182.7pp |
| Employer contribution / active EE | $4,148 | $3,442+20.5% | $2,975+39.4% | $4,299-3.5% |
| Participant deferral / active EE | $2,967 | $5,716-48.1% | $5,107-41.9% | $6,507-54.4% |
| Admin fee / account holder | $1,918 | $15,736-87.8% | $12,068-84.1% | $12,624-84.8% |