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 | $73,575 | $114,381-35.7% | $107,525-31.6% | $142,382-48.3% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 17.79% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,925 | $4,015-52.1% | $3,754-48.7% | $4,299-55.2% |
| Participant deferral / active EE | $5,554 | $5,564-0.2% | $5,116+8.6% | $6,507-14.7% |
| Admin fee / account holder | $4,176 | $9,860-57.6% | $8,919-53.2% | $12,624-66.9% |