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 9-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 | $77,569 | $176,812-56.1% | $146,665-47.1% | $167,490-53.7% |
| Participation rate | 84.6% | 83.6%+1.0pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 14.06% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,764 | $5,160-65.8% | $4,136-57.4% | $4,837-63.5% |
| Participant deferral / active EE | $3,995 | $6,440-38.0% | $5,506-27.4% | $6,341-37.0% |
| Admin fee / account holder | $6,532 | $13,259-50.7% | $10,280-36.5% | $12,309-46.9% |