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 | $78,959 | $176,662-55.3% | $130,648-39.6% | $152,861-48.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 71.7%+6.0pp | 82.4%-4.7pp |
| Annual return | 18.67% | 2692.24%-2673.6pp | 1708.96%-1690.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $98 | $5,742-98.3% | $4,092-97.6% | $4,762-98.0% |
| Participant deferral / active EE | $1,617 | $4,361-62.9% | $3,603-55.1% | $5,850-72.4% |
| Admin fee / account holder | $308 | $7,133-95.7% | $5,464-94.4% | $11,596-97.3% |