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 | $81,863 | $99,877-18.0% | $84,966-3.7% | $145,922-43.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 9.54% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,180 | $3,231-63.5% | $2,727-56.7% | $4,660-74.7% |
| Participant deferral / active EE | $6,993 | $5,291+32.2% | $4,519+54.7% | $6,688+4.6% |
| Admin fee / account holder | $641 | $7,248-91.2% | $6,149-89.6% | $13,397-95.2% |