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 | $69,418 | $95,416-27.2% | $185,823-62.6% | $85,850-19.1% |
| Participation rate | 74.4% | 68.8%+5.6pp | 81.7%-7.3pp | 69.3%+5.0pp |
| Annual return | 14.06% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,500 | $3,314-24.6% | $5,167-51.6% | $2,565-2.5% |
| Participant deferral / active EE | $4,087 | $3,423+19.4% | $5,568-26.6% | $3,952+3.4% |
| Admin fee / account holder | $559 | $7,213-92.3% | $16,237-96.6% | $6,260-91.1% |