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 | $72,336 | $117,983-38.7% | $101,794-28.9% | $142,382-49.2% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 15.00% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,984 | $2,773-28.4% | $2,289-13.3% | $4,299-53.8% |
| Participant deferral / active EE | $6,045 | $4,714+28.2% | $4,084+48.0% | $6,507-7.1% |
| Admin fee / account holder | $1,059 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |