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 | $74,179 | $102,966-28.0% | $90,281-17.8% | $152,861-51.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 19.79% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $562 | $3,139-82.1% | $2,854-80.3% | $4,762-88.2% |
| Participant deferral / active EE | $887 | $4,281-79.3% | $3,885-77.2% | $5,850-84.8% |
| Admin fee / account holder | $538 | $6,171-91.3% | $5,351-90.0% | $11,596-95.4% |