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 | $69,199 | $102,317-32.4% | $146,958-52.9% | $80,856-14.4% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 11.98% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,823 | $3,713-24.0% | $4,933-42.8% | $2,755+2.5% |
| Participant deferral / active EE | $5,932 | $6,644-10.7% | $8,070-26.5% | $4,296+38.1% |
| Admin fee / account holder | $5,288 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |