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 10-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 | $75,550 | $106,515-29.1% | $96,683-21.9% | $139,434-45.8% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 11.66% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $8,654 | $4,103+110.9% | $3,737+131.6% | $4,751+82.2% |
| Participant deferral / active EE | $6,898 | $5,454+26.5% | $4,878+41.4% | $6,710+2.8% |
| Admin fee / account holder | $9,919 | $7,877+25.9% | $6,730+47.4% | $11,403-13.0% |