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 7-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 | $86,269 | $154,117-44.0% | $129,995-33.6% | $139,434-38.1% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 20.42% | 32.48%-12.1pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $5,794 | $5,289+9.6% | $4,320+34.1% | $4,751+22.0% |
| Participant deferral / active EE | $9,140 | $6,710+36.2% | $5,820+57.0% | $6,710+36.2% |
| Admin fee / account holder | $3,161 | $14,007-77.4% | $10,614-70.2% | $11,403-72.3% |