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 | $71,584 | $109,327-34.5% | $89,391-19.9% | $158,922-55.0% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 12.74% | 345.68%-332.9pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,176 | $3,170-62.9% | $2,586-54.5% | $4,761-75.3% |
| Participant deferral / active EE | $3,870 | $4,598-15.8% | $3,890-0.5% | $5,982-35.3% |
| Admin fee / account holder | $1,182 | $6,153-80.8% | $4,881-75.8% | $11,246-89.5% |