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 | $76,695 | $111,754-31.4% | $103,333-25.8% | $145,922-47.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 11.55% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,528 | $4,212-16.3% | $3,868-8.8% | $4,660-24.3% |
| Participant deferral / active EE | $6,431 | $5,619+14.5% | $5,057+27.2% | $6,688-3.8% |
| Admin fee / account holder | $3,328 | $9,750-65.9% | $8,355-60.2% | $13,397-75.2% |