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 9-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 | $79,933 | $133,922-40.3% | $116,228-31.2% | $142,382-43.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 11.23% | 147.76%-136.5pp | 90.06%-78.8pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,628 | $3,446-52.8% | $2,994-45.6% | $4,299-62.1% |
| Participant deferral / active EE | $8,862 | $5,672+56.2% | $4,953+78.9% | $6,507+36.2% |
| Admin fee / account holder | $39,967 | $14,945+167.4% | $11,989+233.4% | $12,624+216.6% |