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 | $67,539 | $111,754-39.6% | $103,333-34.6% | $145,922-53.7% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,804 | $4,212+109.0% | $3,868+127.6% | $4,660+88.9% |
| Participant deferral / active EE | $4,658 | $5,619-17.1% | $5,057-7.9% | $6,688-30.3% |
| Admin fee / account holder | $3,561 | $9,750-63.5% | $8,355-57.4% | $13,397-73.4% |