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 | $68,587 | $118,849-42.3% | $96,562-29.0% | $167,490-59.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 11.12% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,221 | $3,120+3.3% | $2,356+36.7% | $4,837-33.4% |
| Participant deferral / active EE | $3,749 | $4,616-18.8% | $3,849-2.6% | $6,341-40.9% |
| Admin fee / account holder | $610 | $8,065-92.4% | $6,181-90.1% | $12,309-95.0% |