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 | $72,360 | $112,881-35.9% | $90,951-20.4% | $158,922-54.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 22.84% | 215.79%-193.0pp | 134.60%-111.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,625 | $2,893-43.8% | $2,122-23.4% | $4,761-65.9% |
| Participant deferral / active EE | $3,151 | $4,128-23.7% | $3,373-6.6% | $5,982-47.3% |
| Admin fee / account holder | $321 | $8,041-96.0% | $5,959-94.6% | $11,246-97.1% |