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 | $73,677 | $168,632-56.3% | $147,614-50.1% | $125,391-41.2% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 1.67% | 77.65%-76.0pp | 61.98%-60.3pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,620 | $6,252-74.1% | $5,564-70.9% | $4,866-66.7% |
| Participant deferral / active EE | $3,782 | $5,507-31.3% | $4,895-22.7% | $5,352-29.3% |
| Admin fee / account holder | $3,064 | $13,580-77.4% | $11,611-73.6% | $9,540-67.9% |