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 | $90,477 | $104,251-13.2% | $91,001-0.6% | $147,584-38.7% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 9.03% | 27.06%-18.0pp | 4.60%+4.4pp | 578.55%-569.5pp |
| Employer contribution / active EE | $4,577 | $3,116+46.9% | $2,456+86.4% | $4,876-6.1% |
| Participant deferral / active EE | $6,446 | $4,195+53.6% | $3,547+81.7% | $5,439+18.5% |
| Admin fee / account holder | $1,626 | $8,948-81.8% | $5,417-70.0% | $10,885-85.1% |