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 | $70,360 | $78,672-10.6% | $109,143-35.5% | $85,850-18.0% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 19.87% | 25.09%-5.2pp | 25.75%-5.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,908 | $2,735-30.2% | $3,722-48.7% | $2,565-25.6% |
| Participant deferral / active EE | $4,608 | $3,467+32.9% | $4,653-1.0% | $3,952+16.6% |
| Admin fee / account holder | $12,766 | $5,469+133.4% | $6,752+89.1% | $6,260+103.9% |