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 | $67,570 | $80,673-16.2% | $101,326-33.3% | $84,808-20.3% |
| Participation rate | 72.3% | 77.8%-5.4pp | 81.5%-9.2pp | 68.3%+4.0pp |
| Annual return | 26.65% | 38.95%-12.3pp | 36.82%-10.2pp | 40.90%-14.2pp |
| Employer contribution / active EE | $4,140 | $2,698+53.5% | $3,665+12.9% | $2,631+57.4% |
| Participant deferral / active EE | $9,902 | $6,840+44.8% | $7,994+23.9% | $4,212+135.1% |
| Admin fee / account holder | $1,618 | $12,784-87.3% | $11,185-85.5% | $7,344-78.0% |