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 | $69,690 | $102,317-31.9% | $146,958-52.6% | $80,856-13.8% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 14.19% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,762 | $3,713-52.6% | $4,933-64.3% | $2,755-36.1% |
| Participant deferral / active EE | $3,320 | $6,644-50.0% | $8,070-58.9% | $4,296-22.7% |
| Admin fee / account holder | $6,466 | $7,941-18.6% | $12,998-50.3% | $6,918-6.5% |