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 | $67,768 | $102,966-34.2% | $90,281-24.9% | $152,861-55.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 21.54% | 95.16%-73.6pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,408 | $3,139-23.3% | $2,854-15.6% | $4,762-49.4% |
| Participant deferral / active EE | $4,250 | $4,281-0.7% | $3,885+9.4% | $5,850-27.4% |
| Admin fee / account holder | $527 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |