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 | $92,481 | $159,602-42.1% | $150,045-38.4% | $142,382-35.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,722 | $4,961+55.7% | $4,693+64.5% | $4,299+79.6% |
| Participant deferral / active EE | $8,489 | $8,310+2.2% | $7,997+6.2% | $6,507+30.5% |
| Admin fee / account holder | $21,567 | $14,846+45.3% | $13,435+60.5% | $12,624+70.8% |