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 | $83,670 | $175,202-52.2% | $149,673-44.1% | $139,434-40.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.62% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,148 | $5,474-42.5% | $4,818-34.7% | $4,751-33.7% |
| Participant deferral / active EE | $8,072 | $6,519+23.8% | $5,680+42.1% | $6,710+20.3% |
| Admin fee / account holder | $5,971 | $16,150-63.0% | $13,210-54.8% | $11,403-47.6% |