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 | $65,233 | $91,538-28.7% | $129,995-49.8% | $75,163-13.2% |
| Participation rate | 80.6% | 71.4%+9.1pp | 78.5%+2.1pp | 67.2%+13.4pp |
| Annual return | 14.30% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $864 | $2,845-69.6% | $4,320-80.0% | $2,670-67.6% |
| Participant deferral / active EE | $2,581 | $4,341-40.5% | $5,820-55.6% | $4,125-37.4% |
| Admin fee / account holder | $2,505 | $6,790-63.1% | $10,614-76.4% | $5,651-55.7% |