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 | $74,278 | $176,377-57.9% | $134,143-44.6% | $158,922-53.3% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 11.66% | 63.63%-52.0pp | 36.33%-24.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $393 | $5,040-92.2% | $3,704-89.4% | $4,761-91.7% |
| Participant deferral / active EE | $2,445 | $4,091-40.2% | $3,499-30.1% | $5,982-59.1% |
| Admin fee / account holder | $881 | $8,718-89.9% | $6,684-86.8% | $11,246-92.2% |