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 | $79,388 | $115,770-31.4% | $101,248-21.6% | $158,922-50.0% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 12.39% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,117 | $4,175-1.4% | $3,660+12.5% | $4,761-13.5% |
| Participant deferral / active EE | $5,803 | $4,957+17.1% | $4,370+32.8% | $5,982-3.0% |
| Admin fee / account holder | $69,084 | $7,245+853.5% | $5,945+1062.0% | $11,246+514.3% |