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 | $65,356 | $112,881-42.1% | $90,951-28.1% | $158,922-58.9% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 13.87% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,811 | $2,893-37.4% | $2,122-14.6% | $4,761-62.0% |
| Participant deferral / active EE | $1,811 | $4,128-56.1% | $3,373-46.3% | $5,982-69.7% |
| Admin fee / account holder | $494 | $8,041-93.9% | $5,959-91.7% | $11,246-95.6% |