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 | $92,249 | $114,047-19.1% | $96,139-4.0% | $167,490-44.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 9.34% | 189.88%-180.5pp | 191.94%-182.6pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,455 | $3,427-57.5% | $2,797-48.0% | $4,837-69.9% |
| Participant deferral / active EE | $2,040 | $5,194-60.7% | $4,349-53.1% | $6,341-67.8% |
| Admin fee / account holder | $503 | $6,897-92.7% | $5,537-90.9% | $12,309-95.9% |