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 9-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 | $85,299 | $106,515-19.9% | $96,683-11.8% | $139,434-38.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 20.67% | 38.43%-17.8pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $6,149 | $4,103+49.9% | $3,737+64.6% | $4,751+29.4% |
| Participant deferral / active EE | $15,202 | $5,454+178.7% | $4,878+211.6% | $6,710+126.5% |
| Admin fee / account holder | $671 | $7,877-91.5% | $6,730-90.0% | $11,403-94.1% |