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 | $69,996 | $162,781-57.0% | $133,956-47.7% | $158,922-56.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 16.55% | 41.94%-25.4pp | 45.09%-28.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,602 | $4,975-67.8% | $3,919-59.1% | $4,761-66.4% |
| Participant deferral / active EE | $3,941 | $5,911-33.3% | $5,048-21.9% | $5,982-34.1% |
| Admin fee / account holder | $600 | $11,736-94.9% | $8,927-93.3% | $11,246-94.7% |