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 5-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 | $79,040 | $177,572-55.5% | $154,803-48.9% | $142,382-44.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.56% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,200 | $4,810+28.9% | $4,305+44.0% | $4,299+44.2% |
| Participant deferral / active EE | $11,993 | $6,272+91.2% | $5,540+116.5% | $6,507+84.3% |
| Admin fee / account holder | $5,662 | $16,786-66.3% | $14,329-60.5% | $12,624-55.1% |