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 | $78,235 | $85,022-8.0% | $70,515+10.9% | $139,434-43.9% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 15.06% | 30.38%-15.3pp | 32.77%-17.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $729 | $3,909-81.3% | $2,973-75.5% | $4,751-84.7% |
| Participant deferral / active EE | $4,520 | $5,890-23.3% | $4,567-1.0% | $6,710-32.6% |
| Admin fee / account holder | $39,312 | $8,906+341.4% | $6,412+513.1% | $11,403+244.8% |