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 | $67,326 | $112,881-40.4% | $90,951-26.0% | $158,922-57.6% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.0pp |
| Annual return | 14.49% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $498 | $2,893-82.8% | $2,122-76.5% | $4,761-89.5% |
| Participant deferral / active EE | $3,523 | $4,128-14.7% | $3,373+4.4% | $5,982-41.1% |
| Admin fee / account holder | $2,829 | $8,041-64.8% | $5,959-52.5% | $11,246-74.8% |