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 7-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 | $72,683 | $175,202-58.5% | $149,673-51.4% | $139,434-47.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.40% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,842 | $5,474-48.1% | $4,818-41.0% | $4,751-40.2% |
| Participant deferral / active EE | $6,061 | $6,519-7.0% | $5,680+6.7% | $6,710-9.7% |
| Admin fee / account holder | $2,485 | $16,150-84.6% | $13,210-81.2% | $11,403-78.2% |