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 3-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 | $69,328 | $159,602-56.6% | $150,045-53.8% | $142,382-51.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,980 | $4,961+81.0% | $4,693+91.3% | $4,299+108.9% |
| Participant deferral / active EE | $22,218 | $8,310+167.4% | $7,997+177.8% | $6,507+241.4% |
| Admin fee / account holder | $31,273 | $14,846+110.6% | $13,435+132.8% | $12,624+147.7% |