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 | $73,744 | $74,888-1.5% | $71,209+3.6% | $142,382-48.2% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 16.57% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,699 | $2,854-40.5% | $2,721-37.6% | $4,299-60.5% |
| Participant deferral / active EE | $3,022 | $4,454-32.1% | $4,175-27.6% | $6,507-53.6% |
| Admin fee / account holder | $3,066 | $5,568-44.9% | $5,349-42.7% | $12,624-75.7% |