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 | $95,264 | $111,754-14.8% | $103,333-7.8% | $145,922-34.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $22,585 | $4,212+436.2% | $3,868+483.9% | $4,660+384.7% |
| Participant deferral / active EE | $13,968 | $5,619+148.6% | $5,057+176.2% | $6,688+108.9% |
| Admin fee / account holder | $39,568 | $9,750+305.8% | $8,355+373.6% | $13,397+195.3% |