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 | $69,934 | $111,754-37.4% | $103,333-32.3% | $145,922-52.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 14.28% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,183 | $4,212-24.4% | $3,868-17.7% | $4,660-31.7% |
| Participant deferral / active EE | $8,348 | $5,619+48.6% | $5,057+65.1% | $6,688+24.8% |
| Admin fee / account holder | $356 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |