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 6-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 | $70,161 | $183,519-61.8% | $155,509-54.9% | $145,922-51.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 25.35% | 61.17%-35.8pp | 64.67%-39.3pp | 561.29%-535.9pp |
| Employer contribution / active EE | $6,254 | $5,313+17.7% | $4,672+33.8% | $4,660+34.2% |
| Participant deferral / active EE | $6,114 | $6,462-5.4% | $5,626+8.7% | $6,688-8.6% |
| Admin fee / account holder | $308 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |