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 3-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 | $80,427 | $148,534-45.9% | $135,903-40.8% | $139,434-42.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 24.23% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $8,774 | $5,243+67.4% | $4,856+80.7% | $4,751+84.7% |
| Participant deferral / active EE | $15,586 | $8,100+92.4% | $7,758+100.9% | $6,710+132.3% |
| Admin fee / account holder | $6,419 | $12,400-48.2% | $10,762-40.4% | $11,403-43.7% |