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 | $85,385 | $148,978-42.7% | $200,582-57.4% | $84,808+0.7% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 121.78% | 28.16%+93.6pp | 42.33%+79.4pp | 40.90%+80.9pp |
| Employer contribution / active EE | $4,079 | $4,815-15.3% | $6,419-36.4% | $2,631+55.1% |
| Participant deferral / active EE | $8,204 | $7,142+14.9% | $9,331-12.1% | $4,212+94.8% |
| Admin fee / account holder | $21,831 | $13,977+56.2% | $16,305+33.9% | $7,344+197.3% |