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 | $80,592 | $183,519-56.1% | $155,509-48.2% | $145,922-44.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.56% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,000 | $5,313-62.4% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $4,378 | $6,462-32.3% | $5,626-22.2% | $6,688-34.5% |
| Admin fee / account holder | $14,207 | $19,313-26.4% | $15,912-10.7% | $13,397+6.0% |