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 | $75,222 | $99,652-24.5% | $78,778-4.5% | $147,584-49.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 11.84% | 47.28%-35.4pp | 35.62%-23.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,586 | $2,796-43.3% | $1,986-20.1% | $4,876-67.5% |
| Participant deferral / active EE | $4,325 | $3,664+18.1% | $2,958+46.2% | $5,439-20.5% |
| Admin fee / account holder | $2,251 | $7,155-68.5% | $5,134-56.2% | $10,885-79.3% |