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 | $67,111 | $106,515-37.0% | $96,683-30.6% | $139,434-51.9% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.49% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,881 | $4,103+67.7% | $3,737+84.1% | $4,751+44.8% |
| Participant deferral / active EE | $7,378 | $5,454+35.3% | $4,878+51.2% | $6,710+9.9% |
| Admin fee / account holder | $391 | $7,877-95.0% | $6,730-94.2% | $11,403-96.6% |