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 | $64,133 | $112,096-42.8% | $95,952-33.2% | $158,922-59.6% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 15.14% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,407 | $3,198-56.0% | $2,541-44.6% | $4,761-70.4% |
| Participant deferral / active EE | $4,246 | $4,784-11.3% | $4,167+1.9% | $5,982-29.0% |
| Admin fee / account holder | $1,335 | $10,130-86.8% | $6,795-80.4% | $11,246-88.1% |