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 6-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 | $76,520 | $106,515-28.2% | $96,683-20.9% | $139,434-45.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.38% | 38.43%-16.0pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,014 | $4,103-75.3% | $3,737-72.9% | $4,751-78.7% |
| Participant deferral / active EE | $10,500 | $5,454+92.5% | $4,878+115.2% | $6,710+56.5% |
| Admin fee / account holder | $311 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |