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 | $72,212 | $102,966-29.9% | $90,281-20.0% | $152,861-52.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 18.78% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $749 | $3,139-76.1% | $2,854-73.8% | $4,762-84.3% |
| Participant deferral / active EE | $1,791 | $4,281-58.2% | $3,885-53.9% | $5,850-69.4% |
| Admin fee / account holder | $29,347 | $6,171+375.6% | $5,351+448.4% | $11,596+153.1% |