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 | $75,684 | $152,587-50.4% | $125,175-39.5% | $152,861-50.5% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 20.72% | 54.84%-34.1pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,797 | $4,946-43.5% | $3,865-27.6% | $4,762-41.3% |
| Participant deferral / active EE | $5,475 | $5,868-6.7% | $4,937+10.9% | $5,850-6.4% |
| Admin fee / account holder | $342 | $13,434-97.5% | $9,702-96.5% | $11,596-97.1% |