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 6-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 | $83,558 | $106,584-21.6% | $101,326-17.5% | $142,382-41.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 17.92% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,679 | $3,956-32.3% | $3,665-26.9% | $4,299-37.7% |
| Participant deferral / active EE | $9,303 | $8,297+12.1% | $7,994+16.4% | $6,507+43.0% |
| Admin fee / account holder | $1,897 | $11,446-83.4% | $11,185-83.0% | $12,624-85.0% |