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 | $67,083 | $175,202-61.7% | $149,673-55.2% | $139,434-51.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.65% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,441 | $5,474-73.7% | $4,818-70.1% | $4,751-69.7% |
| Participant deferral / active EE | $3,280 | $6,519-49.7% | $5,680-42.2% | $6,710-51.1% |
| Admin fee / account holder | $1,019 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |