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 8-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 | $73,638 | $114,381-35.6% | $107,525-31.5% | $142,382-48.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 15.23% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,416 | $4,015-39.8% | $3,754-35.6% | $4,299-43.8% |
| Participant deferral / active EE | $7,914 | $5,564+42.2% | $5,116+54.7% | $6,507+21.6% |
| Admin fee / account holder | $1,010 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |