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 | $70,784 | $100,773-29.8% | $88,946-20.4% | $142,382-50.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 23.70% | 70.18%-46.5pp | 57.82%-34.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,180 | $2,918-25.3% | $2,555-14.7% | $4,299-49.3% |
| Participant deferral / active EE | $6,123 | $5,230+17.1% | $4,581+33.6% | $6,507-5.9% |
| Admin fee / account holder | $394 | $9,693-95.9% | $8,261-95.2% | $12,624-96.9% |