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 | $75,669 | $85,022-11.0% | $70,515+7.3% | $139,434-45.7% |
| Participation rate | 70.0% | 73.9%-3.9pp | 68.3%+1.7pp | 80.3%-10.3pp |
| Annual return | 14.21% | 30.38%-16.2pp | 32.77%-18.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,344 | $3,909-14.5% | $2,973+12.5% | $4,751-29.6% |
| Participant deferral / active EE | $10,131 | $5,890+72.0% | $4,567+121.8% | $6,710+51.0% |
| Admin fee / account holder | $5,297 | $8,906-40.5% | $6,412-17.4% | $11,403-53.5% |