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 | $70,932 | $74,888-5.3% | $71,209-0.4% | $142,382-50.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,243 | $2,854+13.6% | $2,721+19.2% | $4,299-24.6% |
| Participant deferral / active EE | $1,690 | $4,454-62.1% | $4,175-59.5% | $6,507-74.0% |
| Admin fee / account holder | $1,255 | $5,568-77.5% | $5,349-76.5% | $12,624-90.1% |