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 | $70,503 | $115,770-39.1% | $101,248-30.4% | $158,922-55.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.42% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,555 | $4,175-62.7% | $3,660-57.5% | $4,761-67.3% |
| Participant deferral / active EE | $4,257 | $4,957-14.1% | $4,370-2.6% | $5,982-28.8% |
| Admin fee / account holder | $630 | $7,245-91.3% | $5,945-89.4% | $11,246-94.4% |