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 | $89,168 | $111,754-20.2% | $103,333-13.7% | $145,922-38.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,655 | $4,212+10.5% | $3,868+20.4% | $4,660-0.1% |
| Participant deferral / active EE | $8,978 | $5,619+59.8% | $5,057+77.5% | $6,688+34.3% |
| Admin fee / account holder | $18,146 | $9,750+86.1% | $8,355+117.2% | $13,397+35.4% |