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 | $67,483 | $116,175-41.9% | $93,606-27.9% | $152,861-55.9% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 20.07% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,464 | $3,218-54.5% | $2,718-46.2% | $4,762-69.3% |
| Participant deferral / active EE | $4,180 | $4,603-9.2% | $4,069+2.7% | $5,850-28.5% |
| Admin fee / account holder | $4,286 | $10,748-60.1% | $7,888-45.7% | $11,596-63.0% |