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 | $76,690 | $109,881-30.2% | $150,045-48.9% | $84,808-9.6% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 25.31% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $6,046 | $3,561+69.8% | $4,693+28.8% | $2,631+129.8% |
| Participant deferral / active EE | $8,803 | $6,636+32.7% | $7,997+10.1% | $4,212+109.0% |
| Admin fee / account holder | $2,472 | $8,568-71.2% | $13,435-81.6% | $7,344-66.3% |