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 | $99,055 | $214,378-53.8% | $200,582-50.6% | $142,382-30.4% |
| Participation rate | 77.3% | 87.4%-10.2pp | 86.9%-9.6pp | 80.1%-2.8pp |
| Annual return | 13.84% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,236 | $9,865-46.9% | $9,331-43.9% | $6,507-19.5% |
| Admin fee / account holder | $7,920 | $17,692-55.2% | $16,305-51.4% | $12,624-37.3% |