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 | $67,018 | $81,208-17.5% | $98,907-32.2% | $79,858-16.1% |
| Participation rate | 71.7% | 72.5%-0.8pp | 76.0%-4.3pp | 69.6%+2.1pp |
| Annual return | 16.09% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,779 | $1,960-9.2% | $2,689-33.9% | $2,471-28.0% |
| Participant deferral / active EE | $3,080 | $3,265-5.7% | $4,244-27.4% | $3,740-17.6% |
| Admin fee / account holder | $1,535 | $6,013-74.5% | $6,642-76.9% | $5,306-71.1% |