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 | $66,085 | $106,515-38.0% | $96,683-31.6% | $139,434-52.6% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 14.14% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,749 | $4,103-33.0% | $3,737-26.4% | $4,751-42.1% |
| Participant deferral / active EE | $6,756 | $5,454+23.9% | $4,878+38.5% | $6,710+0.7% |
| Admin fee / account holder | $2,710 | $7,877-65.6% | $6,730-59.7% | $11,403-76.2% |