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 | $73,259 | $102,317-28.4% | $146,958-50.1% | $80,856-9.4% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 14.08% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,314 | $3,713-37.7% | $4,933-53.1% | $2,755-16.0% |
| Participant deferral / active EE | $3,675 | $6,644-44.7% | $8,070-54.5% | $4,296-14.5% |
| Admin fee / account holder | $13,645 | $7,941+71.8% | $12,998+5.0% | $6,918+97.2% |