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 | $70,225 | $165,984-57.7% | $164,813-57.4% | $145,922-51.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 11.18% | 100.03%-88.9pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,868 | $5,273-64.6% | $4,341-57.0% | $4,660-59.9% |
| Participant deferral / active EE | $5,125 | $6,959-26.3% | $6,031-15.0% | $6,688-23.4% |
| Admin fee / account holder | $13,232 | $16,648-20.5% | $12,690+4.3% | $13,397-1.2% |