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 | $94,605 | $117,841-19.7% | $102,423-7.6% | $145,922-35.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.25% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,676 | $3,615-26.0% | $3,023-11.5% | $4,660-42.6% |
| Participant deferral / active EE | $13,731 | $5,731+139.6% | $5,053+171.7% | $6,688+105.3% |
| Admin fee / account holder | $1,452 | $13,326-89.1% | $9,451-84.6% | $13,397-89.2% |