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 | $72,999 | $227,553-67.9% | $189,557-61.5% | $167,490-56.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 15.25% | 78.40%-63.1pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $4,707 | $5,316-11.5% | $4,412+6.7% | $4,837-2.7% |
| Participant deferral / active EE | $4,707 | $7,002-32.8% | $6,174-23.8% | $6,341-25.8% |
| Admin fee / account holder | $1,300 | $11,878-89.1% | $9,807-86.7% | $12,309-89.4% |