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 | $85,949 | $197,591-56.5% | $177,821-51.7% | $158,922-45.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 29.64% | 58.76%-29.1pp | 48.32%-18.7pp | 302.83%-273.2pp |
| Employer contribution / active EE | $5,200 | $6,697-22.4% | $5,918-12.1% | $4,761+9.2% |
| Participant deferral / active EE | $11,018 | $8,405+31.1% | $7,714+42.8% | $5,982+84.2% |
| Admin fee / account holder | $1,088 | $15,399-92.9% | $12,427-91.2% | $11,246-90.3% |