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 | $68,686 | $92,703-25.9% | $82,719-17.0% | $134,475-48.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | 14.46% | 944.92%-930.5pp | 701.18%-686.7pp | 417.96%-403.5pp |
| Employer contribution / active EE | $3,413 | $3,274+4.3% | $3,009+13.4% | $4,740-28.0% |
| Participant deferral / active EE | $4,611 | $4,802-4.0% | $4,395+4.9% | $6,400-27.9% |
| Admin fee / account holder | $1,268 | $5,983-78.8% | $5,329-76.2% | $11,426-88.9% |