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 9-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 | $72,758 | $112,881-35.5% | $90,951-20.0% | $158,922-54.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.13% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,610 | $2,893-44.3% | $2,122-24.1% | $4,761-66.2% |
| Participant deferral / active EE | $8,079 | $4,128+95.7% | $3,373+139.5% | $5,982+35.1% |
| Admin fee / account holder | $539 | $8,041-93.3% | $5,959-90.9% | $11,246-95.2% |