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 | $69,698 | $114,381-39.1% | $107,525-35.2% | $142,382-51.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.75% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $831 | $4,015-79.3% | $3,754-77.9% | $4,299-80.7% |
| Participant deferral / active EE | $7,732 | $5,564+39.0% | $5,116+51.1% | $6,507+18.8% |
| Admin fee / account holder | $1,186 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |