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 10-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 | $68,795 | $106,515-35.4% | $96,683-28.8% | $139,434-50.7% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 14.80% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $6,713 | $4,103+63.6% | $3,737+79.7% | $4,751+41.3% |
| Participant deferral / active EE | $5,391 | $5,454-1.2% | $4,878+10.5% | $6,710-19.7% |
| Admin fee / account holder | $7,647 | $7,877-2.9% | $6,730+13.6% | $11,403-32.9% |