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 | $73,547 | $107,334-31.5% | $92,893-20.8% | $152,861-51.9% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 19.37% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,794 | $4,221-57.5% | $3,653-50.9% | $4,762-62.3% |
| Participant deferral / active EE | $3,952 | $4,845-18.4% | $4,236-6.7% | $5,850-32.4% |
| Admin fee / account holder | $21,134 | $7,079+198.5% | $5,794+264.8% | $11,596+82.2% |