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 | $85,012 | $106,515-20.2% | $96,683-12.1% | $139,434-39.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.36% | 38.43%-19.1pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,494 | $4,103-63.6% | $3,737-60.0% | $4,751-68.5% |
| Participant deferral / active EE | $5,344 | $5,454-2.0% | $4,878+9.5% | $6,710-20.4% |
| Admin fee / account holder | $3,096 | $7,877-60.7% | $6,730-54.0% | $11,403-72.8% |