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 | $69,589 | $126,574-45.0% | $106,213-34.5% | $145,922-52.3% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 11.74% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,813 | $3,730-51.4% | $3,171-42.8% | $4,660-61.1% |
| Participant deferral / active EE | $5,017 | $5,724-12.4% | $5,0160% | $6,688-25.0% |
| Admin fee / account holder | $8,592 | $17,304-50.3% | $11,033-22.1% | $13,397-35.9% |