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 | $70,890 | $85,006-16.6% | $76,190-7.0% | $145,922-51.4% |
| Participation rate | 94.1% | 82.9%+11.2pp | 79.3%+14.9pp | 80.3%+13.8pp |
| Annual return | 12.98% | 13.11%-0.1pp | 13.78%-0.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,560 | $5,265-13.4% | $4,578-0.4% | $4,660-2.1% |
| Participant deferral / active EE | $7,851 | $6,392+22.8% | $5,474+43.4% | $6,688+17.4% |
| Admin fee / account holder | $6,340 | $5,760+10.1% | $5,123+23.8% | $13,397-52.7% |