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 | $66,064 | $100,773-34.4% | $88,946-25.7% | $142,382-53.6% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 14.62% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $366 | $2,918-87.4% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $1,550 | $5,230-70.4% | $4,581-66.2% | $6,507-76.2% |
| Admin fee / account holder | $3,399 | $9,693-64.9% | $8,261-58.9% | $12,624-73.1% |