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 | $71,323 | $86,286-17.3% | $111,297-35.9% | $85,850-16.9% |
| Participation rate | 80.4% | 73.3%+7.1pp | 77.3%+3.1pp | 69.3%+11.1pp |
| Annual return | 15.56% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,187 | $2,043-41.9% | $2,731-56.5% | $2,565-53.7% |
| Participant deferral / active EE | $3,493 | $3,641-4.1% | $4,487-22.2% | $3,952-11.6% |
| Admin fee / account holder | $6,501 | $8,188-20.6% | $7,964-18.4% | $6,260+3.8% |