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 | $70,733 | $173,345-59.2% | $136,007-48.0% | $145,922-51.5% |
| Participation rate | 95.0% | 80.5%+14.5pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 23.85% | 1163.32%-1139.5pp | 579.32%-555.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $6,119 | $5,278+15.9% | $4,217+45.1% | $4,660+31.3% |
| Participant deferral / active EE | $9,842 | $8,699+13.1% | $7,025+40.1% | $6,688+47.2% |
| Admin fee / account holder | $10,822 | $9,954+8.7% | $6,858+57.8% | $13,397-19.2% |