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 | $99,337 | $114,381-13.2% | $107,525-7.6% | $142,382-30.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.95% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,020 | $4,015-24.8% | $3,754-19.5% | $4,299-29.7% |
| Participant deferral / active EE | $7,111 | $5,564+27.8% | $5,116+39.0% | $6,507+9.3% |
| Admin fee / account holder | $1,109 | $9,860-88.7% | $8,919-87.6% | $12,624-91.2% |