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 | $75,985 | $183,519-58.6% | $155,509-51.1% | $145,922-47.9% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,314 | $5,313-75.3% | $4,672-71.9% | $4,660-71.8% |
| Participant deferral / active EE | $3,976 | $6,462-38.5% | $5,626-29.3% | $6,688-40.5% |
| Admin fee / account holder | $2,081 | $19,313-89.2% | $15,912-86.9% | $13,397-84.5% |