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 | $61,341 | $64,839-5.4% | $95,585-35.8% | $84,808-27.7% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 17.64% | -670.96%+688.6pp | 38.56%-20.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,754 | $1,759+113.4% | $2,527+48.6% | $2,631+42.7% |
| Participant deferral / active EE | $7,210 | $2,965+143.2% | $4,023+79.2% | $4,212+71.2% |
| Admin fee / account holder | $4,025 | $5,964-32.5% | $6,127-34.3% | $7,344-45.2% |