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 4-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 | $73,708 | $106,515-30.8% | $96,683-23.8% | $139,434-47.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 21.42% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,777 | $4,103-32.3% | $3,737-25.7% | $4,751-41.5% |
| Participant deferral / active EE | $7,551 | $5,454+38.4% | $4,878+54.8% | $6,710+12.5% |
| Admin fee / account holder | $740 | $7,877-90.6% | $6,730-89.0% | $11,403-93.5% |