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 | $72,039 | $142,405-49.4% | $115,157-37.4% | $152,861-52.9% |
| Participation rate | 72.7% | 82.4%-9.6pp | 75.9%-3.2pp | 82.4%-9.7pp |
| Annual return | 24.07% | 41.48%-17.4pp | 35.60%-11.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,059 | $4,010-48.6% | $3,179-35.2% | $4,762-56.8% |
| Participant deferral / active EE | $4,190 | $5,164-18.9% | $4,168+0.5% | $5,850-28.4% |
| Admin fee / account holder | $667 | $8,462-92.1% | $7,088-90.6% | $11,596-94.3% |