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 | $70,895 | $117,841-39.8% | $102,423-30.8% | $145,922-51.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.91% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,885 | $3,615-20.2% | $3,023-4.6% | $4,660-38.1% |
| Participant deferral / active EE | $6,349 | $5,731+10.8% | $5,053+25.6% | $6,688-5.1% |
| Admin fee / account holder | $364 | $13,326-97.3% | $9,451-96.1% | $13,397-97.3% |