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 | $86,035 | $198,466-56.6% | $170,442-49.5% | $147,584-41.7% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 15.60% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,779 | $6,184-71.2% | $5,433-67.2% | $4,876-63.5% |
| Participant deferral / active EE | $3,671 | $5,629-34.8% | $4,939-25.7% | $5,439-32.5% |
| Admin fee / account holder | $2,615 | $16,852-84.5% | $13,880-81.2% | $10,885-76.0% |