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 | $69,265 | $100,852-31.3% | $90,404-23.4% | $158,922-56.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 12.02% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $636 | $3,689-82.7% | $3,262-80.5% | $4,761-86.6% |
| Participant deferral / active EE | $1,962 | $4,348-54.9% | $3,963-50.5% | $5,982-67.2% |
| Admin fee / account holder | $11,146 | $6,501+71.4% | $5,611+98.6% | $11,246-0.9% |