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 | $73,109 | $105,181-30.5% | $159,436-54.1% | $85,850-14.8% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.8%-11.9pp | 69.3%+1.7pp |
| Annual return | 25.64% | 45.07%-19.4pp | 263.57%-237.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $3,129 | $3,318-5.7% | $4,829-35.2% | $2,565+22.0% |
| Participant deferral / active EE | $5,951 | $5,945+0.1% | $7,352-19.1% | $3,952+50.6% |
| Admin fee / account holder | $9,734 | $6,933+40.4% | $10,799-9.9% | $6,260+55.5% |