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 | $83,352 | $91,190-8.6% | $178,490-53.3% | $79,858+4.4% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 12.77% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,835 | $3,256-43.6% | $5,011-63.4% | $2,471-25.7% |
| Participant deferral / active EE | $3,552 | $3,236+9.8% | $5,202-31.7% | $3,740-5.0% |
| Admin fee / account holder | $6,478 | $6,751-4.0% | $13,984-53.7% | $5,306+22.1% |