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 9-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 | $67,194 | $138,347-51.4% | $184,203-63.5% | $80,856-16.9% |
| Participation rate | 70.4% | 83.9%-13.5pp | 86.8%-16.4pp | 67.6%+2.7pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,810 | $4,850-21.5% | $6,427-40.7% | $2,755+38.3% |
| Participant deferral / active EE | $4,244 | $7,071-40.0% | $9,131-53.5% | $4,296-1.2% |
| Admin fee / account holder | $9,399 | $10,483-10.3% | $13,901-32.4% | $6,918+35.9% |