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 8-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 | $74,878 | $114,381-34.5% | $107,525-30.4% | $142,382-47.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 13.17% | 242.71%-229.5pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,346 | $4,015-41.6% | $3,754-37.5% | $4,299-45.4% |
| Participant deferral / active EE | $6,429 | $5,564+15.5% | $5,116+25.7% | $6,507-1.2% |
| Admin fee / account holder | $3,778 | $9,860-61.7% | $8,919-57.6% | $12,624-70.1% |