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 | $60,773 | $60,124+1.1% | $90,404-32.8% | $79,858-23.9% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 17.79% | 71.94%-54.2pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $779 | $2,938-73.5% | $3,963-80.3% | $3,740-79.2% |
| Admin fee / account holder | $1,168 | $3,976-70.6% | $5,611-79.2% | $5,306-78.0% |