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 | $71,080 | $102,317-30.5% | $146,958-51.6% | $80,856-12.1% |
| Participation rate | 75.3% | 75.8%-0.5pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 26.52% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $3,118 | $3,713-16.0% | $4,933-36.8% | $2,755+13.2% |
| Participant deferral / active EE | $3,499 | $6,644-47.3% | $8,070-56.6% | $4,296-18.6% |
| Admin fee / account holder | $1,820 | $7,941-77.1% | $12,998-86.0% | $6,918-73.7% |