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 10-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 | $76,187 | $214,378-64.5% | $200,582-62.0% | $142,382-46.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.09% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,594 | $6,841+25.6% | $6,419+33.9% | $4,299+99.9% |
| Participant deferral / active EE | $15,198 | $9,865+54.1% | $9,331+62.9% | $6,507+133.5% |
| Admin fee / account holder | $88,639 | $17,692+401.0% | $16,305+443.6% | $12,624+602.2% |