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 | $74,137 | $70,428+5.3% | $96,562-23.2% | $85,850-13.6% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.4pp | 69.3%+3.9pp |
| Annual return | 13.29% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $928 | $1,413-34.3% | $2,356-60.6% | $2,565-63.8% |
| Participant deferral / active EE | $3,589 | $2,894+24.0% | $3,849-6.7% | $3,952-9.2% |
| Admin fee / account holder | $15,559 | $4,997+211.4% | $6,181+151.7% | $6,260+148.5% |