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 | $76,866 | $87,013-11.7% | $106,213-27.6% | $80,856-4.9% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 13.29% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $17,832 | $2,395+644.5% | $3,171+462.3% | $2,755+547.3% |
| Participant deferral / active EE | $25,648 | $3,986+543.5% | $5,016+411.3% | $4,296+497.1% |
| Admin fee / account holder | $9,349 | $8,431+10.9% | $11,033-15.3% | $6,918+35.1% |