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 | $66,736 | $96,635-30.9% | $86,612-22.9% | $139,434-52.1% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 12.06% | 106.41%-94.4pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,271 | $3,263-61.0% | $3,022-57.9% | $4,751-73.2% |
| Participant deferral / active EE | $1,271 | $4,836-73.7% | $4,438-71.4% | $6,710-81.1% |
| Admin fee / account holder | $1,950 | $6,408-69.6% | $5,614-65.3% | $11,403-82.9% |