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 | $65,086 | $159,901-59.3% | $146,958-55.7% | $145,922-55.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.01% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,591 | $5,286-69.9% | $4,933-67.8% | $4,660-65.9% |
| Participant deferral / active EE | $4,272 | $8,428-49.3% | $8,070-47.1% | $6,688-36.1% |
| Admin fee / account holder | $8,025 | $15,044-46.7% | $12,998-38.3% | $13,397-40.1% |