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 | $99,700 | $165,984-39.9% | $164,813-39.5% | $145,922-31.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 12.11% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,122 | $5,273-59.8% | $4,341-51.1% | $4,660-54.5% |
| Participant deferral / active EE | $7,259 | $6,959+4.3% | $6,031+20.4% | $6,688+8.5% |
| Admin fee / account holder | $1,385 | $16,648-91.7% | $12,690-89.1% | $13,397-89.7% |