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 3-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 | $69,082 | $99,918-30.9% | $81,382-15.1% | $145,922-52.7% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.5%+24.3pp | 80.3%+13.5pp |
| Annual return | 15.86% | 34.32%-18.5pp | 24.73%-8.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,094 | $2,978+71.1% | $2,463+106.8% | $4,660+9.3% |
| Participant deferral / active EE | $7,314 | $4,605+58.8% | $3,883+88.4% | $6,688+9.4% |
| Admin fee / account holder | $2,510 | $8,212-69.4% | $5,768-56.5% | $13,397-81.3% |