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 | $90,402 | $165,984-45.5% | $164,813-45.1% | $145,922-38.0% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 13.99% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,614 | $5,273-50.4% | $4,341-39.8% | $4,660-43.9% |
| Participant deferral / active EE | $8,121 | $6,959+16.7% | $6,031+34.6% | $6,688+21.4% |
| Admin fee / account holder | $1,018 | $16,648-93.9% | $12,690-92.0% | $13,397-92.4% |