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 | $75,289 | $157,256-52.1% | $141,162-46.7% | $152,861-50.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 19.84% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,758 | $5,261-66.6% | $4,735-62.9% | $4,762-63.1% |
| Participant deferral / active EE | $6,222 | $7,109-12.5% | $6,709-7.3% | $5,850+6.4% |
| Admin fee / account holder | $4,384 | $12,120-63.8% | $10,261-57.3% | $11,596-62.2% |