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 | $66,191 | $124,281-46.7% | $109,143-39.4% | $167,490-60.5% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 46.38% | 26.04%+20.3pp | 25.75%+20.6pp | 478.56%-432.2pp |
| Employer contribution / active EE | $1,657 | $4,207-60.6% | $3,722-55.5% | $4,837-65.7% |
| Participant deferral / active EE | $3,733 | $5,255-29.0% | $4,653-19.8% | $6,341-41.1% |
| Admin fee / account holder | $16,006 | $7,970+100.8% | $6,752+137.1% | $12,309+30.0% |