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 | $68,562 | $106,890-35.9% | $84,015-18.4% | $152,861-55.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 24.33% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,663 | $2,734-39.2% | $1,983-16.2% | $4,762-65.1% |
| Participant deferral / active EE | $3,961 | $4,011-1.3% | $3,239+22.3% | $5,850-32.3% |
| Admin fee / account holder | $576 | $8,285-93.0% | $6,101-90.6% | $11,596-95.0% |