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 8-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 | $87,456 | $111,754-21.7% | $103,333-15.4% | $145,922-40.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.82% | 24.77%-13.9pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,644 | $4,212-13.5% | $3,868-5.8% | $4,660-21.8% |
| Participant deferral / active EE | $6,080 | $5,619+8.2% | $5,057+20.2% | $6,688-9.1% |
| Admin fee / account holder | $1,165 | $9,750-88.1% | $8,355-86.1% | $13,397-91.3% |