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 | $83,420 | $87,733-4.9% | $106,548-21.7% | $85,850-2.8% |
| Participation rate | 81.1% | 71.9%+9.1pp | 76.1%+5.0pp | 69.3%+11.8pp |
| Annual return | 16.83% | 21.86%-5.0pp | 26.80%-10.0pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,063 | $2,073-0.5% | $2,819-26.8% | $2,565-19.6% |
| Participant deferral / active EE | $3,848 | $3,469+10.9% | $4,398-12.5% | $3,952-2.6% |
| Admin fee / account holder | $1,130 | $6,767-83.3% | $7,407-84.7% | $6,260-82.0% |