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 4-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 | $77,466 | $111,754-30.7% | $103,333-25.0% | $145,922-46.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.27% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,414 | $4,212-42.7% | $3,868-37.6% | $4,660-48.2% |
| Participant deferral / active EE | $7,315 | $5,619+30.2% | $5,057+44.6% | $6,688+9.4% |
| Admin fee / account holder | $31,536 | $9,750+223.4% | $8,355+277.5% | $13,397+135.4% |