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 | $91,261 | $214,378-57.4% | $200,582-54.5% | $142,382-35.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 13.21% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,672 | $6,841-31.7% | $6,419-27.2% | $4,299+8.7% |
| Participant deferral / active EE | $5,250 | $9,865-46.8% | $9,331-43.7% | $6,507-19.3% |
| Admin fee / account holder | $7,280 | $17,692-58.8% | $16,305-55.3% | $12,624-42.3% |