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 | $99,678 | $177,572-43.9% | $154,803-35.6% | $142,382-30.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,752 | $4,810-63.6% | $4,305-59.3% | $4,299-59.2% |
| Participant deferral / active EE | $6,206 | $6,272-1.0% | $5,540+12.0% | $6,507-4.6% |
| Admin fee / account holder | $2,257 | $16,786-86.6% | $14,329-84.2% | $12,624-82.1% |