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 8-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 | $66,728 | $95,561-30.2% | $77,163-13.5% | $139,434-52.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 21.99% | 54.92%-32.9pp | 37.87%-15.9pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,227 | $3,147+66.1% | $2,535+106.2% | $4,751+10.0% |
| Participant deferral / active EE | $13,615 | $4,624+194.5% | $3,833+255.2% | $6,710+102.9% |
| Admin fee / account holder | $20,188 | $8,295+143.4% | $5,472+268.9% | $11,403+77.0% |