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 | $70,565 | $115,882-39.1% | $100,516-29.8% | $158,922-55.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 16.65% | 34.79%-18.1pp | 30.89%-14.2pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,877 | $4,103-29.9% | $3,418-15.8% | $4,761-39.6% |
| Participant deferral / active EE | $7,356 | $6,674+10.2% | $6,270+17.3% | $5,982+23.0% |
| Admin fee / account holder | $8,153 | $10,995-25.9% | $8,081+0.9% | $11,246-27.5% |