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 8-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 | $58,768 | $106,515-44.8% | $96,683-39.2% | $139,434-57.9% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 18.42% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,260 | $4,103-44.9% | $3,737-39.5% | $4,751-52.4% |
| Participant deferral / active EE | $6,628 | $5,454+21.5% | $4,878+35.9% | $6,710-1.2% |
| Admin fee / account holder | $1,217 | $7,877-84.6% | $6,730-81.9% | $11,403-89.3% |