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 | $87,042 | $115,770-24.8% | $101,248-14.0% | $158,922-45.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 13.29% | 56.14%-42.8pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,974 | $4,175-52.7% | $3,660-46.1% | $4,761-58.5% |
| Participant deferral / active EE | $3,143 | $4,957-36.6% | $4,370-28.1% | $5,982-47.5% |
| Admin fee / account holder | $25,904 | $7,245+257.6% | $5,945+335.7% | $11,246+130.3% |