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 | $54,389 | $112,096-51.5% | $95,952-43.3% | $158,922-65.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 20.62% | 171.09%-150.5pp | 91.61%-71.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,128 | $3,198-64.7% | $2,541-55.6% | $4,761-76.3% |
| Participant deferral / active EE | $3,425 | $4,784-28.4% | $4,167-17.8% | $5,982-42.8% |
| Admin fee / account holder | $50,795 | $10,130+401.4% | $6,795+647.5% | $11,246+351.7% |