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 | $70,287 | $102,604-31.5% | $86,188-18.4% | $139,434-49.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 14.30% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $692 | $3,032-77.2% | $2,380-70.9% | $4,751-85.4% |
| Participant deferral / active EE | $1,327 | $4,676-71.6% | $3,985-66.7% | $6,710-80.2% |
| Admin fee / account holder | $3,778 | $8,657-56.4% | $6,852-44.9% | $11,403-66.9% |