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 | $91,856 | $179,726-48.9% | $156,263-41.2% | $142,382-35.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 12.14% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,813 | $5,069-24.8% | $4,333-12.0% | $4,299-11.3% |
| Participant deferral / active EE | $9,196 | $6,956+32.2% | $6,158+49.3% | $6,507+41.3% |
| Admin fee / account holder | $3,253 | $17,272-81.2% | $14,255-77.2% | $12,624-74.2% |