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 | $93,129 | $179,726-48.2% | $156,263-40.4% | $142,382-34.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 14.58% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,171 | $5,069-17.7% | $4,333-3.7% | $4,299-3.0% |
| Participant deferral / active EE | $7,990 | $6,956+14.9% | $6,158+29.7% | $6,507+22.8% |
| Admin fee / account holder | $12,924 | $17,272-25.2% | $14,255-9.3% | $12,624+2.4% |