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 | $70,396 | $105,998-33.6% | $92,233-23.7% | $147,584-52.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 13.34% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,009 | $4,333-76.7% | $3,679-72.6% | $4,876-79.3% |
| Participant deferral / active EE | $2,713 | $4,478-39.4% | $3,897-30.4% | $5,439-50.1% |
| Admin fee / account holder | $679 | $6,332-89.3% | $5,194-86.9% | $10,885-93.8% |