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 | $69,115 | $117,841-41.3% | $102,423-32.5% | $145,922-52.6% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 13.61% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,821 | $3,615-22.0% | $3,023-6.7% | $4,660-39.5% |
| Participant deferral / active EE | $9,191 | $5,731+60.4% | $5,053+81.9% | $6,688+37.4% |
| Admin fee / account holder | $3,098 | $13,326-76.7% | $9,451-67.2% | $13,397-76.9% |