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 | $65,722 | $99,877-34.2% | $84,966-22.6% | $145,922-55.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.60% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,307 | $3,231-59.6% | $2,727-52.1% | $4,660-72.0% |
| Participant deferral / active EE | $3,657 | $5,291-30.9% | $4,519-19.1% | $6,688-45.3% |
| Admin fee / account holder | $346 | $7,248-95.2% | $6,149-94.4% | $13,397-97.4% |