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 | $89,847 | $159,602-43.7% | $150,045-40.1% | $142,382-36.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.48% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $15,962 | $4,961+221.8% | $4,693+240.1% | $4,299+271.3% |
| Participant deferral / active EE | $42,834 | $8,310+415.4% | $7,997+435.6% | $6,507+558.3% |
| Admin fee / account holder | $6,391 | $14,846-56.9% | $13,435-52.4% | $12,624-49.4% |