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 | $70,795 | $102,966-31.2% | $90,281-21.6% | $152,861-53.7% |
| Participation rate | 81.0% | 75.9%+5.1pp | 73.3%+7.7pp | 82.4%-1.5pp |
| Annual return | 24.56% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,052 | $3,139-34.6% | $2,854-28.1% | $4,762-56.9% |
| Participant deferral / active EE | $3,753 | $4,281-12.3% | $3,885-3.4% | $5,850-35.8% |
| Admin fee / account holder | $459 | $6,171-92.6% | $5,351-91.4% | $11,596-96.0% |