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 | $50,781 | $111,754-54.6% | $103,333-50.9% | $145,922-65.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 12.78% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,425 | $4,212-18.7% | $3,868-11.4% | $4,660-26.5% |
| Participant deferral / active EE | $6,987 | $5,619+24.4% | $5,057+38.1% | $6,688+4.5% |
| Admin fee / account holder | $6,058 | $9,750-37.9% | $8,355-27.5% | $13,397-54.8% |