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 7-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 | $67,507 | $111,754-39.6% | $103,333-34.7% | $145,922-53.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.48% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,116 | $4,212-49.8% | $3,868-45.3% | $4,660-54.6% |
| Participant deferral / active EE | $4,040 | $5,619-28.1% | $5,057-20.1% | $6,688-39.6% |
| Admin fee / account holder | $4,434 | $9,750-54.5% | $8,355-46.9% | $13,397-66.9% |