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 | $70,059 | $95,561-26.7% | $77,163-9.2% | $139,434-49.8% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 20.01% | 54.92%-34.9pp | 37.87%-17.9pp | 372.94%-352.9pp |
| Employer contribution / active EE | $664 | $3,147-78.9% | $2,535-73.8% | $4,751-86.0% |
| Participant deferral / active EE | $1,211 | $4,624-73.8% | $3,833-68.4% | $6,710-81.9% |
| Admin fee / account holder | $536 | $8,295-93.5% | $5,472-90.2% | $11,403-95.3% |