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 6-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 | $92,718 | $111,754-17.0% | $103,333-10.3% | $145,922-36.5% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 13.61% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,404 | $4,212-19.2% | $3,868-12.0% | $4,660-26.9% |
| Participant deferral / active EE | $9,081 | $5,619+61.6% | $5,057+79.6% | $6,688+35.8% |
| Admin fee / account holder | $5,720 | $9,750-41.3% | $8,355-31.5% | $13,397-57.3% |