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 | $73,797 | $106,584-30.8% | $101,326-27.2% | $142,382-48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.37% | 36.93%-18.6pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,371 | $3,956+10.5% | $3,665+19.2% | $4,299+1.7% |
| Participant deferral / active EE | $10,904 | $8,297+31.4% | $7,994+36.4% | $6,507+67.6% |
| Admin fee / account holder | $4,986 | $11,446-56.4% | $11,185-55.4% | $12,624-60.5% |