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 4-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 | $76,685 | $114,381-33.0% | $107,525-28.7% | $142,382-46.1% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 18.98% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,133 | $4,015+2.9% | $3,754+10.1% | $4,299-3.9% |
| Participant deferral / active EE | $7,205 | $5,564+29.5% | $5,116+40.8% | $6,507+10.7% |
| Admin fee / account holder | $728 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |