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 | $80,797 | $54,705+47.7% | $71,209+13.5% | $84,808-4.7% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 14.98% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,058 | $2,158+180.8% | $2,721+122.7% | $2,631+130.3% |
| Participant deferral / active EE | $5,317 | $3,030+75.5% | $4,175+27.4% | $4,212+26.3% |
| Admin fee / account holder | $3,613 | $4,863-25.7% | $5,349-32.4% | $7,344-50.8% |