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 | $65,619 | $93,571-29.9% | $135,903-51.7% | $75,163-12.7% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 38.95% | 30.90%+8.1pp | 68.23%-29.3pp | 160.62%-121.7pp |
| Employer contribution / active EE | $1,938 | $3,537-45.2% | $4,856-60.1% | $2,670-27.4% |
| Participant deferral / active EE | $6,564 | $6,404+2.5% | $7,758-15.4% | $4,125+59.1% |
| Admin fee / account holder | $1,484 | $6,975-78.7% | $10,762-86.2% | $5,651-73.7% |