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 | $79,900 | $159,901-50.0% | $146,958-45.6% | $145,922-45.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,167 | $5,286-77.9% | $4,933-76.3% | $4,660-75.0% |
| Participant deferral / active EE | $5,271 | $8,428-37.5% | $8,070-34.7% | $6,688-21.2% |
| Admin fee / account holder | $13,048 | $15,044-13.3% | $12,998+0.4% | $13,397-2.6% |