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 | $83,959 | $159,602-47.4% | $150,045-44.0% | $142,382-41.0% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 22.55% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $6,290 | $4,961+26.8% | $4,693+34.0% | $4,299+46.3% |
| Participant deferral / active EE | $4,312 | $8,310-48.1% | $7,997-46.1% | $6,507-33.7% |
| Admin fee / account holder | $466 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |