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 | $96,191 | $179,726-46.5% | $156,263-38.4% | $142,382-32.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.34% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,836 | $5,069+94.0% | $4,333+127.0% | $4,299+128.8% |
| Participant deferral / active EE | $5,848 | $6,956-15.9% | $6,158-5.0% | $6,507-10.1% |
| Admin fee / account holder | $2,897 | $17,272-83.2% | $14,255-79.7% | $12,624-77.1% |