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 | $72,071 | $115,770-37.7% | $101,248-28.8% | $158,922-54.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 8.71% | 56.14%-47.4pp | 46.47%-37.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,659 | $4,175-60.3% | $3,660-54.7% | $4,761-65.2% |
| Participant deferral / active EE | $10,657 | $4,957+115.0% | $4,370+143.8% | $5,982+78.1% |
| Admin fee / account holder | $543 | $7,245-92.5% | $5,945-90.9% | $11,246-95.2% |