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 | $87,612 | $165,984-47.2% | $164,813-46.8% | $145,922-40.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.08% | 100.03%-90.0pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,918 | $5,273-63.6% | $4,341-55.8% | $4,660-58.8% |
| Participant deferral / active EE | $6,825 | $6,959-1.9% | $6,031+13.2% | $6,688+2.0% |
| Admin fee / account holder | $885 | $16,648-94.7% | $12,690-93.0% | $13,397-93.4% |