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 | $69,788 | $89,753-22.2% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 72.5% | 68.1%+4.4pp | 75.1%-2.6pp | 68.3%+4.2pp |
| Annual return | 20.31% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,589 | $3,113-16.8% | $3,754-31.0% | $2,631-1.6% |
| Participant deferral / active EE | $4,638 | $4,056+14.4% | $5,116-9.3% | $4,212+10.1% |
| Admin fee / account holder | $5,505 | $7,222-23.8% | $8,919-38.3% | $7,344-25.0% |