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 4-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 | $80,687 | $114,381-29.5% | $107,525-25.0% | $142,382-43.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 19.92% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,623 | $4,015-9.8% | $3,754-3.5% | $4,299-15.7% |
| Participant deferral / active EE | $8,723 | $5,564+56.8% | $5,116+70.5% | $6,507+34.1% |
| Admin fee / account holder | $3,868 | $9,860-60.8% | $8,919-56.6% | $12,624-69.4% |