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 | $72,411 | $112,096-35.4% | $95,952-24.5% | $158,922-54.4% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 9.62% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,400 | $3,198-56.2% | $2,541-44.9% | $4,761-70.6% |
| Participant deferral / active EE | $2,390 | $4,784-50.0% | $4,167-42.6% | $5,982-60.0% |
| Admin fee / account holder | $2,291 | $10,130-77.4% | $6,795-66.3% | $11,246-79.6% |