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 | $69,795 | $111,754-37.5% | $103,333-32.5% | $145,922-52.2% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 11.79% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,031 | $4,212-28.0% | $3,868-21.6% | $4,660-34.9% |
| Participant deferral / active EE | $3,310 | $5,619-41.1% | $5,057-34.5% | $6,688-50.5% |
| Admin fee / account holder | $2,577 | $9,750-73.6% | $8,355-69.2% | $13,397-80.8% |