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 | $91,677 | $114,381-19.8% | $107,525-14.7% | $142,382-35.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.97% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,087 | $4,015-48.0% | $3,754-44.4% | $4,299-51.5% |
| Participant deferral / active EE | $6,963 | $5,564+25.1% | $5,116+36.1% | $6,507+7.0% |
| Admin fee / account holder | $1,027 | $9,860-89.6% | $8,919-88.5% | $12,624-91.9% |