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 6-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 | $83,586 | $114,381-26.9% | $107,525-22.3% | $142,382-41.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.79% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $9,261 | $4,015+130.7% | $3,754+146.7% | $4,299+115.4% |
| Participant deferral / active EE | $7,640 | $5,564+37.3% | $5,116+49.3% | $6,507+17.4% |
| Admin fee / account holder | $485 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |