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 | $64,731 | $95,561-32.3% | $77,163-16.1% | $139,434-53.6% |
| Participation rate | 90.0% | 73.9%+16.1pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 9.76% | 54.92%-45.2pp | 37.87%-28.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,863 | $3,147-40.8% | $2,535-26.5% | $4,751-60.8% |
| Participant deferral / active EE | $3,538 | $4,624-23.5% | $3,833-7.7% | $6,710-47.3% |
| Admin fee / account holder | $366 | $8,295-95.6% | $5,472-93.3% | $11,403-96.8% |