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 | $74,121 | $77,899-4.8% | $149,673-50.5% | $75,163-1.4% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 17.93% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,337 | $3,137-57.4% | $4,818-72.2% | $2,670-49.9% |
| Participant deferral / active EE | $5,753 | $3,411+68.7% | $5,680+1.3% | $4,125+39.5% |
| Admin fee / account holder | $4,366 | $5,956-26.7% | $13,210-67.0% | $5,651-22.7% |