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 8-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 | $71,942 | $197,591-63.6% | $177,821-59.5% | $158,922-54.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 25.71% | 58.76%-33.0pp | 48.32%-22.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $14,428 | $6,697+115.4% | $5,918+143.8% | $4,761+203.0% |
| Participant deferral / active EE | $16,185 | $8,405+92.6% | $7,714+109.8% | $5,982+170.6% |
| Admin fee / account holder | $4,190 | $15,399-72.8% | $12,427-66.3% | $11,246-62.7% |