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 | $63,533 | $106,890-40.6% | $84,015-24.4% | $152,861-58.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 15.01% | 104.99%-90.0pp | 71.31%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,233 | $2,734-54.9% | $1,983-37.8% | $4,762-74.1% |
| Participant deferral / active EE | $5,165 | $4,011+28.8% | $3,239+59.5% | $5,850-11.7% |
| Admin fee / account holder | $558 | $8,285-93.3% | $6,101-90.8% | $11,596-95.2% |