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 | $66,317 | $111,724-40.6% | $93,606-29.2% | $145,922-54.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.13% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,955 | $3,090-36.7% | $2,420-19.2% | $4,660-58.0% |
| Participant deferral / active EE | $2,932 | $4,912-40.3% | $4,411-33.5% | $6,688-56.2% |
| Admin fee / account holder | $2,302 | $10,250-77.5% | $8,285-72.2% | $13,397-82.8% |