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 10-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 | $68,514 | $102,317-33.0% | $146,958-53.4% | $80,856-15.3% |
| Participation rate | 79.0% | 75.8%+3.2pp | 82.2%-3.1pp | 67.6%+11.4pp |
| Annual return | 14.53% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,623 | $3,713-29.4% | $4,933-46.8% | $2,755-4.8% |
| Participant deferral / active EE | $4,901 | $6,644-26.2% | $8,070-39.3% | $4,296+14.1% |
| Admin fee / account holder | $4,441 | $7,941-44.1% | $12,998-65.8% | $6,918-35.8% |