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 6-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 | $82,497 | $114,381-27.9% | $107,525-23.3% | $142,382-42.1% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 13.71% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,351 | $4,015+108.0% | $3,754+122.5% | $4,299+94.3% |
| Participant deferral / active EE | $7,255 | $5,564+30.4% | $5,116+41.8% | $6,507+11.5% |
| Admin fee / account holder | $453 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |