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 9-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 | $85,766 | $198,466-56.8% | $170,442-49.7% | $147,584-41.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.74% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,366 | $6,184-77.9% | $5,433-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $3,095 | $5,629-45.0% | $4,939-37.3% | $5,439-43.1% |
| Admin fee / account holder | $6,370 | $16,852-62.2% | $13,880-54.1% | $10,885-41.5% |