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 | $67,679 | $124,185-45.5% | $108,410-37.6% | $167,490-59.6% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 11.83% | 1379.64%-1367.8pp | 905.27%-893.4pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,326 | $4,187-68.3% | $3,558-62.7% | $4,837-72.6% |
| Participant deferral / active EE | $8,903 | $6,908+28.9% | $6,563+35.7% | $6,341+40.4% |
| Admin fee / account holder | $441 | $9,455-95.3% | $7,295-94.0% | $12,309-96.4% |