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 | $71,835 | $177,572-59.5% | $154,803-53.6% | $142,382-49.5% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,091 | $4,810-56.5% | $4,305-51.4% | $4,299-51.4% |
| Participant deferral / active EE | $4,286 | $6,272-31.7% | $5,540-22.6% | $6,507-34.1% |
| Admin fee / account holder | $498 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |