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 | $78,943 | $114,381-31.0% | $107,525-26.6% | $142,382-44.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.13% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,977 | $4,015-25.8% | $3,754-20.7% | $4,299-30.7% |
| Participant deferral / active EE | $6,113 | $5,564+9.9% | $5,116+19.5% | $6,507-6.1% |
| Admin fee / account holder | $2,022 | $9,860-79.5% | $8,919-77.3% | $12,624-84.0% |