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 | $81,526 | $111,754-27.0% | $103,333-21.1% | $145,922-44.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.62% | 24.77%-9.1pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,735 | $4,212+36.1% | $3,868+48.3% | $4,660+23.1% |
| Participant deferral / active EE | $12,503 | $5,619+122.5% | $5,057+147.2% | $6,688+87.0% |
| Admin fee / account holder | $1,715 | $9,750-82.4% | $8,355-79.5% | $13,397-87.2% |