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 | $82,783 | $125,758-34.2% | $169,993-51.3% | $75,163+10.1% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 28.45% | 27.20%+1.2pp | 53.37%-24.9pp | 160.62%-132.2pp |
| Employer contribution / active EE | $8,114 | $4,615+75.8% | $6,785+19.6% | $2,670+203.9% |
| Participant deferral / active EE | $14,515 | $6,837+112.3% | $10,408+39.5% | $4,125+251.9% |
| Admin fee / account holder | $1,891 | $8,173-76.9% | $12,815-85.2% | $5,651-66.5% |