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 | $69,418 | $93,571-25.8% | $135,903-48.9% | $75,163-7.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 21.96% | 30.90%-8.9pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,808 | $3,537-20.6% | $4,856-42.2% | $2,670+5.2% |
| Participant deferral / active EE | $5,843 | $6,404-8.8% | $7,758-24.7% | $4,125+41.7% |
| Admin fee / account holder | $1,282 | $6,975-81.6% | $10,762-88.1% | $5,651-77.3% |