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 | $68,716 | $168,632-59.3% | $147,614-53.4% | $125,391-45.2% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,958 | $6,252-68.7% | $5,564-64.8% | $4,866-59.8% |
| Participant deferral / active EE | $2,439 | $5,507-55.7% | $4,895-50.2% | $5,352-54.4% |
| Admin fee / account holder | $802 | $13,580-94.1% | $11,611-93.1% | $9,540-91.6% |