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 | $73,710 | $89,753-17.9% | $107,525-31.4% | $84,808-13.1% |
| Participation rate | 79.7% | 68.1%+11.6pp | 75.1%+4.6pp | 68.3%+11.3pp |
| Annual return | 16.04% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,495 | $3,113-19.9% | $3,754-33.5% | $2,631-5.2% |
| Participant deferral / active EE | $5,785 | $4,056+42.6% | $5,116+13.1% | $4,212+37.4% |
| Admin fee / account holder | $1,324 | $7,222-81.7% | $8,919-85.2% | $7,344-82.0% |