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 | $67,137 | $95,266-29.5% | $82,389-18.5% | $142,382-52.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 16.84% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,305 | $2,991-22.9% | $2,517-8.4% | $4,299-46.4% |
| Participant deferral / active EE | $9,651 | $4,809+100.7% | $4,155+132.3% | $6,507+48.3% |
| Admin fee / account holder | $4,404 | $8,563-48.6% | $7,231-39.1% | $12,624-65.1% |