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 | $63,302 | $106,515-40.6% | $96,683-34.5% | $139,434-54.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 21.86% | 38.43%-16.6pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,064 | $4,103-74.1% | $3,737-71.5% | $4,751-77.6% |
| Participant deferral / active EE | $6,334 | $5,454+16.1% | $4,878+29.8% | $6,710-5.6% |
| Admin fee / account holder | $13,522 | $7,877+71.7% | $6,730+100.9% | $11,403+18.6% |