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 | $70,352 | $118,680-40.7% | $98,907-28.9% | $158,922-55.7% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 14.14% | 372.35%-358.2pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $825 | $3,333-75.2% | $2,689-69.3% | $4,761-82.7% |
| Participant deferral / active EE | $4,869 | $5,088-4.3% | $4,244+14.7% | $5,982-18.6% |
| Admin fee / account holder | $5,014 | $10,131-50.5% | $6,642-24.5% | $11,246-55.4% |