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 10-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 | $89,142 | $177,572-49.8% | $154,803-42.4% | $142,382-37.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 15.48% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,115 | $4,810-14.5% | $4,305-4.4% | $4,299-4.3% |
| Participant deferral / active EE | $7,352 | $6,272+17.2% | $5,540+32.7% | $6,507+13.0% |
| Admin fee / account holder | $1,943 | $16,786-88.4% | $14,329-86.4% | $12,624-84.6% |