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 | $85,990 | $133,922-35.8% | $116,228-26.0% | $142,382-39.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 20.70% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,944 | $3,446-14.5% | $2,994-1.7% | $4,299-31.5% |
| Participant deferral / active EE | $6,094 | $5,672+7.4% | $4,953+23.0% | $6,507-6.3% |
| Admin fee / account holder | $8,025 | $14,945-46.3% | $11,989-33.1% | $12,624-36.4% |