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 | $69,335 | $175,202-60.4% | $149,673-53.7% | $139,434-50.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 13.13% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,263 | $5,474-76.9% | $4,818-73.8% | $4,751-73.4% |
| Participant deferral / active EE | $3,392 | $6,519-48.0% | $5,680-40.3% | $6,710-49.5% |
| Admin fee / account holder | $545 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |