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 | $63,136 | $99,079-36.3% | $77,999-19.1% | $273,961-77.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 5.92% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,036 | $3,308-68.7% | $2,470-58.1% | $4,869-78.7% |
| Participant deferral / active EE | $3,399 | $4,306-21.1% | $3,497-2.8% | $5,287-35.7% |
| Admin fee / account holder | $3,616 | $8,954-59.6% | $5,480-34.0% | $10,132-64.3% |