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 | $67,806 | $74,888-9.5% | $71,209-4.8% | $142,382-52.4% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 13.52% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,382 | $2,854-16.6% | $2,721-12.5% | $4,299-44.6% |
| Participant deferral / active EE | $3,123 | $4,454-29.9% | $4,175-25.2% | $6,507-52.0% |
| Admin fee / account holder | $5,940 | $5,568+6.7% | $5,349+11.1% | $12,624-52.9% |