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 | $68,111 | $159,901-57.4% | $146,958-53.7% | $145,922-53.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.14% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,926 | $5,286-63.6% | $4,933-61.0% | $4,660-58.7% |
| Participant deferral / active EE | $2,994 | $8,428-64.5% | $8,070-62.9% | $6,688-55.2% |
| Admin fee / account holder | $564 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |