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 | $69,313 | $115,770-40.1% | $101,248-31.5% | $158,922-56.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.21% | 56.14%-37.9pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $941 | $4,175-77.5% | $3,660-74.3% | $4,761-80.2% |
| Participant deferral / active EE | $3,965 | $4,957-20.0% | $4,370-9.3% | $5,982-33.7% |
| Admin fee / account holder | $2,885 | $7,245-60.2% | $5,945-51.5% | $11,246-74.3% |