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 | $86,771 | $111,724-22.3% | $93,606-7.3% | $145,922-40.5% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 17.30% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $893 | $3,090-71.1% | $2,420-63.1% | $4,660-80.8% |
| Participant deferral / active EE | $1,518 | $4,912-69.1% | $4,411-65.6% | $6,688-77.3% |
| Admin fee / account holder | $714 | $10,250-93.0% | $8,285-91.4% | $13,397-94.7% |