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 6-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 | $74,527 | $201,272-63.0% | $184,203-59.5% | $145,922-48.9% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 13.31% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,250 | $7,022-53.7% | $6,427-49.4% | $4,660-30.3% |
| Participant deferral / active EE | $5,929 | $9,806-39.5% | $9,131-35.1% | $6,688-11.4% |
| Admin fee / account holder | $693 | $16,364-95.8% | $13,901-95.0% | $13,397-94.8% |