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 | $70,138 | $111,724-37.2% | $93,606-25.1% | $145,922-51.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 19.21% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,497 | $3,090-51.6% | $2,420-38.2% | $4,660-67.9% |
| Participant deferral / active EE | $3,274 | $4,912-33.3% | $4,411-25.8% | $6,688-51.0% |
| Admin fee / account holder | $9,646 | $10,250-5.9% | $8,285+16.4% | $13,397-28.0% |