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 | $58,615 | $124,319-52.9% | $111,297-47.3% | $167,490-65.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 30.89% | 37.44%-6.6pp | 54.65%-23.8pp | 478.56%-447.7pp |
| Employer contribution / active EE | $1,611 | $3,435-53.1% | $2,731-41.0% | $4,837-66.7% |
| Participant deferral / active EE | $1,844 | $5,180-64.4% | $4,487-58.9% | $6,341-70.9% |
| Admin fee / account holder | $371 | $10,618-96.5% | $7,964-95.3% | $12,309-97.0% |