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 | $77,537 | $99,877-22.4% | $84,966-8.7% | $145,922-46.9% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.14% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,897 | $3,231-41.3% | $2,727-30.4% | $4,660-59.3% |
| Participant deferral / active EE | $3,304 | $5,291-37.5% | $4,519-26.9% | $6,688-50.6% |
| Admin fee / account holder | $4,350 | $7,248-40.0% | $6,149-29.2% | $13,397-67.5% |