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 5-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 | $59,625 | $117,983-49.5% | $101,794-41.4% | $142,382-58.1% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 19.25% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,176 | $2,773-21.5% | $2,289-4.9% | $4,299-49.4% |
| Participant deferral / active EE | $6,123 | $4,714+29.9% | $4,084+49.9% | $6,507-5.9% |
| Admin fee / account holder | $4,055 | $10,433-61.1% | $8,777-53.8% | $12,624-67.9% |