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 | $83,133 | $114,381-27.3% | $107,525-22.7% | $142,382-41.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.67% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,278 | $4,015-43.3% | $3,754-39.3% | $4,299-47.0% |
| Participant deferral / active EE | $7,184 | $5,564+29.1% | $5,116+40.4% | $6,507+10.4% |
| Admin fee / account holder | $4,266 | $9,860-56.7% | $8,919-52.2% | $12,624-66.2% |