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 | $73,206 | $93,571-21.8% | $135,903-46.1% | $75,163-2.6% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,735 | $3,537-50.9% | $4,856-64.3% | $2,670-35.0% |
| Participant deferral / active EE | $4,623 | $6,404-27.8% | $7,758-40.4% | $4,125+12.1% |
| Admin fee / account holder | $1,139 | $6,975-83.7% | $10,762-89.4% | $5,651-79.8% |