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 | $77,305 | $114,381-32.4% | $107,525-28.1% | $142,382-45.7% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 15.16% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,799 | $4,015-55.2% | $3,754-52.1% | $4,299-58.2% |
| Participant deferral / active EE | $4,738 | $5,564-14.9% | $5,116-7.4% | $6,507-27.2% |
| Admin fee / account holder | $5,946 | $9,860-39.7% | $8,919-33.3% | $12,624-52.9% |