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 | $75,014 | $99,020-24.2% | $86,590-13.4% | $147,584-49.2% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 9.86% | 1312.34%-1302.5pp | 964.84%-955.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $713 | $3,132-77.2% | $2,839-74.9% | $4,876-85.4% |
| Participant deferral / active EE | $888 | $3,972-77.6% | $3,609-75.4% | $5,439-83.7% |
| Admin fee / account holder | $346 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |