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 | $69,168 | $100,773-31.4% | $88,946-22.2% | $142,382-51.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 18.62% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,507 | $2,918+54.5% | $2,555+76.4% | $4,299+4.8% |
| Participant deferral / active EE | $9,236 | $5,230+76.6% | $4,581+101.6% | $6,507+41.9% |
| Admin fee / account holder | $2,914 | $9,693-69.9% | $8,261-64.7% | $12,624-76.9% |