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 | $70,637 | $91,538-22.8% | $129,995-45.7% | $75,163-6.0% |
| Participation rate | 71.0% | 71.4%-0.5pp | 78.5%-7.5pp | 67.2%+3.8pp |
| Annual return | 19.18% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,524 | $2,845-11.3% | $4,320-41.6% | $2,670-5.5% |
| Participant deferral / active EE | $6,899 | $4,341+58.9% | $5,820+18.5% | $4,125+67.3% |
| Admin fee / account holder | $1,936 | $6,790-71.5% | $10,614-81.8% | $5,651-65.7% |