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 3-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 | $81,000 | $185,822-56.4% | $169,993-52.4% | $139,434-41.9% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 27.53% | 60.50%-33.0pp | 53.37%-25.8pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,487 | $7,590-67.2% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $8,888 | $11,622-23.5% | $10,408-14.6% | $6,710+32.5% |
| Admin fee / account holder | $1,777 | $15,381-88.4% | $12,815-86.1% | $11,403-84.4% |