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 | $85,328 | $111,754-23.6% | $103,333-17.4% | $145,922-41.5% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 12.41% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,811 | $4,212-9.5% | $3,868-1.5% | $4,660-18.2% |
| Participant deferral / active EE | $9,770 | $5,619+73.9% | $5,057+93.2% | $6,688+46.1% |
| Admin fee / account holder | $444 | $9,750-95.4% | $8,355-94.7% | $13,397-96.7% |