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 | $67,204 | $150,187-55.3% | $120,354-44.2% | $145,922-53.9% |
| Participation rate | 73.7% | 78.8%-5.1pp | 71.9%+1.8pp | 80.3%-6.6pp |
| Annual return | 12.68% | 154.07%-141.4pp | 107.15%-94.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,218 | $4,348-72.0% | $3,463-64.8% | $4,660-73.9% |
| Participant deferral / active EE | $1,451 | $6,173-76.5% | $4,991-70.9% | $6,688-78.3% |
| Admin fee / account holder | $2,166 | $12,207-82.3% | $9,423-77.0% | $13,397-83.8% |