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 | $79,863 | $175,202-54.4% | $149,673-46.6% | $139,434-42.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.55% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,412 | $5,474-74.2% | $4,818-70.7% | $4,751-70.3% |
| Participant deferral / active EE | $7,584 | $6,519+16.3% | $5,680+33.5% | $6,710+13.0% |
| Admin fee / account holder | $393 | $16,150-97.6% | $13,210-97.0% | $11,403-96.6% |