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 | $69,769 | $107,934-35.4% | $91,989-24.2% | $152,861-54.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 21.93% | 89.24%-67.3pp | 69.02%-47.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,443 | $4,210-65.7% | $3,452-58.2% | $4,762-69.7% |
| Participant deferral / active EE | $5,528 | $6,364-13.1% | $5,923-6.7% | $5,850-5.5% |
| Admin fee / account holder | $1,137 | $10,520-89.2% | $7,743-85.3% | $11,596-90.2% |