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 9-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 | $71,823 | $127,065-43.5% | $113,168-36.5% | $142,382-49.6% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,163 | $3,442-37.2% | $2,975-27.3% | $4,299-49.7% |
| Participant deferral / active EE | $4,701 | $5,716-17.8% | $5,107-8.0% | $6,507-27.8% |
| Admin fee / account holder | $1,591 | $15,736-89.9% | $12,068-86.8% | $12,624-87.4% |