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 | $67,627 | $72,404-6.6% | $110,238-38.7% | $64,186+5.4% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 11.87% | -6.29%+18.2pp | 314.74%-302.9pp | 7.63%+4.2pp |
| Employer contribution / active EE | $1,518 | $2,282-33.5% | $3,826-60.3% | $2,381-36.2% |
| Participant deferral / active EE | $2,768 | $3,469-20.2% | $4,672-40.8% | $3,470-20.2% |
| Admin fee / account holder | $692 | $5,664-87.8% | $8,547-91.9% | $4,888-85.8% |