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 9-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 | $62,223 | $111,724-44.3% | $93,606-33.5% | $145,922-57.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.11% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,062 | $3,090-65.6% | $2,420-56.1% | $4,660-77.2% |
| Participant deferral / active EE | $1,616 | $4,912-67.1% | $4,411-63.4% | $6,688-75.8% |
| Admin fee / account holder | $451 | $10,250-95.6% | $8,285-94.6% | $13,397-96.6% |