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 | $73,578 | $96,635-23.9% | $86,612-15.0% | $139,434-47.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 20.91% | 106.41%-85.5pp | 591.07%-570.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $483 | $3,263-85.2% | $3,022-84.0% | $4,751-89.8% |
| Participant deferral / active EE | $2,821 | $4,836-41.7% | $4,438-36.4% | $6,710-58.0% |
| Admin fee / account holder | $820 | $6,408-87.2% | $5,614-85.4% | $11,403-92.8% |