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 9-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 | $67,071 | $127,065-47.2% | $113,168-40.7% | $142,382-52.9% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 15.73% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,025 | $3,442-12.1% | $2,975+1.7% | $4,299-29.6% |
| Participant deferral / active EE | $5,700 | $5,716-0.3% | $5,107+11.6% | $6,507-12.4% |
| Admin fee / account holder | $3,395 | $15,736-78.4% | $12,068-71.9% | $12,624-73.1% |