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 | $70,601 | $113,339-37.7% | $94,993-25.7% | $147,584-52.2% |
| Participation rate | 95.0% | 78.0%+17.0pp | 73.9%+21.1pp | 82.8%+12.2pp |
| Annual return | 9.77% | 20.77%-11.0pp | 27.12%-17.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,619 | $3,160-48.8% | $2,603-37.8% | $4,876-66.8% |
| Participant deferral / active EE | $8,547 | $3,777+126.3% | $3,317+157.7% | $5,439+57.1% |
| Admin fee / account holder | $336 | $6,063-94.5% | $4,960-93.2% | $10,885-96.9% |