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 | $70,994 | $107,334-33.9% | $92,893-23.6% | $152,861-53.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 26.04% | 145.58%-119.5pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $971 | $4,221-77.0% | $3,653-73.4% | $4,762-79.6% |
| Participant deferral / active EE | $4,315 | $4,845-10.9% | $4,236+1.9% | $5,850-26.2% |
| Admin fee / account holder | $1,750 | $7,079-75.3% | $5,794-69.8% | $11,596-84.9% |