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 | $66,638 | $106,890-37.7% | $84,015-20.7% | $152,861-56.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 16.58% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $672 | $2,734-75.4% | $1,983-66.1% | $4,762-85.9% |
| Participant deferral / active EE | $1,854 | $4,011-53.8% | $3,239-42.8% | $5,850-68.3% |
| Admin fee / account holder | $41,206 | $8,285+397.3% | $6,101+575.4% | $11,596+255.3% |