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 | $64,835 | $111,754-42.0% | $103,333-37.3% | $145,922-55.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 9.67% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,944 | $4,212-53.8% | $3,868-49.7% | $4,660-58.3% |
| Participant deferral / active EE | $6,176 | $5,619+9.9% | $5,057+22.1% | $6,688-7.7% |
| Admin fee / account holder | $1,078 | $9,750-88.9% | $8,355-87.1% | $13,397-92.0% |