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 | $74,173 | $99,877-25.7% | $84,966-12.7% | $145,922-49.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 16.84% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $4,386 | $3,231+35.7% | $2,727+60.8% | $4,660-5.9% |
| Participant deferral / active EE | $2,788 | $5,291-47.3% | $4,519-38.3% | $6,688-58.3% |
| Admin fee / account holder | $519 | $7,248-92.8% | $6,149-91.6% | $13,397-96.1% |