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 | $83,775 | $152,587-45.1% | $125,175-33.1% | $152,861-45.2% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 22.73% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,445 | $4,946-70.8% | $3,865-62.6% | $4,762-69.7% |
| Participant deferral / active EE | $2,483 | $5,868-57.7% | $4,937-49.7% | $5,850-57.6% |
| Admin fee / account holder | $38,188 | $13,434+184.3% | $9,702+293.6% | $11,596+229.3% |