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 7-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 | $81,547 | $109,881-25.8% | $150,045-45.7% | $84,808-3.8% |
| Participation rate | 84.3% | 76.1%+8.3pp | 82.3%+2.0pp | 68.3%+16.0pp |
| Annual return | 22.68% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,818 | $6,636+138.4% | $7,997+97.8% | $4,212+275.6% |
| Admin fee / account holder | $3,177 | $8,568-62.9% | $13,435-76.4% | $7,344-56.7% |