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 | $69,143 | $109,982-37.1% | $97,226-28.9% | $145,922-52.6% |
| Participation rate | 78.9% | 75.9%+3.0pp | 72.7%+6.3pp | 80.3%-1.3pp |
| Annual return | 17.22% | 242.90%-225.7pp | 75.13%-57.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $671 | $3,084-78.2% | $2,729-75.4% | $4,660-85.6% |
| Participant deferral / active EE | $2,684 | $4,676-42.6% | $4,264-37.1% | $6,688-59.9% |
| Admin fee / account holder | $2,146 | $6,221-65.5% | $5,654-62.0% | $13,397-84.0% |