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 | $68,701 | $102,317-32.9% | $146,958-53.3% | $80,856-15.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,424 | $3,713-7.8% | $4,933-30.6% | $2,755+24.3% |
| Participant deferral / active EE | $4,352 | $6,644-34.5% | $8,070-46.1% | $4,296+1.3% |
| Admin fee / account holder | $882 | $7,941-88.9% | $12,998-93.2% | $6,918-87.3% |