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 | $70,273 | $111,754-37.1% | $103,333-32.0% | $145,922-51.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,814 | $4,212-56.9% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $7,377 | $5,619+31.3% | $5,057+45.9% | $6,688+10.3% |
| Admin fee / account holder | $6,731 | $9,750-31.0% | $8,355-19.4% | $13,397-49.8% |