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 | $67,179 | $175,202-61.7% | $149,673-55.1% | $139,434-51.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.36% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $9,167 | $5,474+67.5% | $4,818+90.3% | $4,751+93.0% |
| Participant deferral / active EE | $8,549 | $6,519+31.1% | $5,680+50.5% | $6,710+27.4% |
| Admin fee / account holder | $2,677 | $16,150-83.4% | $13,210-79.7% | $11,403-76.5% |