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 5-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 | $87,361 | $214,378-59.2% | $200,582-56.4% | $142,382-38.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.68% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,546 | $6,841+98.0% | $6,419+111.0% | $4,299+215.1% |
| Participant deferral / active EE | $28,355 | $9,865+187.4% | $9,331+203.9% | $6,507+335.7% |
| Admin fee / account holder | $97,997 | $17,692+453.9% | $16,305+501.0% | $12,624+676.3% |