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 8-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 | $87,621 | $95,416-8.2% | $185,823-52.8% | $85,850+2.1% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 16.05% | 23.59%-7.5pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,274 | $3,314-31.4% | $5,167-56.0% | $2,565-11.3% |
| Participant deferral / active EE | $5,303 | $3,423+54.9% | $5,568-4.8% | $3,952+34.2% |
| Admin fee / account holder | $2,644 | $7,213-63.3% | $16,237-83.7% | $6,260-57.8% |