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 | $80,767 | $106,515-24.2% | $96,683-16.5% | $139,434-42.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.78% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,925 | $4,103-28.7% | $3,737-21.7% | $4,751-38.4% |
| Participant deferral / active EE | $13,950 | $5,454+155.8% | $4,878+186.0% | $6,710+107.9% |
| Admin fee / account holder | $944 | $7,877-88.0% | $6,730-86.0% | $11,403-91.7% |