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 | $69,212 | $159,901-56.7% | $146,958-52.9% | $145,922-52.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 13.15% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,181 | $5,286-58.7% | $4,933-55.8% | $4,660-53.2% |
| Participant deferral / active EE | $5,908 | $8,428-29.9% | $8,070-26.8% | $6,688-11.7% |
| Admin fee / account holder | $655 | $15,044-95.6% | $12,998-95.0% | $13,397-95.1% |