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 | $89,400 | $148,534-39.8% | $135,903-34.2% | $139,434-35.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.89% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,177 | $5,243-20.3% | $4,856-14.0% | $4,751-12.1% |
| Participant deferral / active EE | $8,000 | $8,100-1.2% | $7,758+3.1% | $6,710+19.2% |
| Admin fee / account holder | $3,075 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |