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 7-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 | $80,840 | $111,754-27.7% | $103,333-21.8% | $145,922-44.6% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.51% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,554 | $4,212-63.1% | $3,868-59.8% | $4,660-66.6% |
| Participant deferral / active EE | $7,282 | $5,619+29.6% | $5,057+44.0% | $6,688+8.9% |
| Admin fee / account holder | $1,804 | $9,750-81.5% | $8,355-78.4% | $13,397-86.5% |