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 | $115,599 | $125,758-8.1% | $169,993-32.0% | $75,163+53.8% |
| Participation rate | 74.2% | 83.6%-9.4pp | 87.0%-12.8pp | 67.2%+7.0pp |
| Annual return | 17.09% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $9,667 | $4,615+109.5% | $6,785+42.5% | $2,670+262.1% |
| Participant deferral / active EE | $5,240 | $6,837-23.4% | $10,408-49.7% | $4,125+27.0% |
| Admin fee / account holder | $360 | $8,173-95.6% | $12,815-97.2% | $5,651-93.6% |