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 7-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 | $83,120 | $133,922-37.9% | $116,228-28.5% | $142,382-41.6% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 10.35% | 147.76%-137.4pp | 90.06%-79.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,416 | $3,446-58.9% | $2,994-52.7% | $4,299-67.1% |
| Participant deferral / active EE | $9,767 | $5,672+72.2% | $4,953+97.2% | $6,507+50.1% |
| Admin fee / account holder | $5,041 | $14,945-66.3% | $11,989-58.0% | $12,624-60.1% |