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 | $77,081 | $115,770-33.4% | $101,248-23.9% | $158,922-51.5% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 23.51% | 56.14%-32.6pp | 46.47%-23.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $4,762 | $4,175+14.1% | $3,660+30.1% | $4,7610% |
| Participant deferral / active EE | $3,244 | $4,957-34.6% | $4,370-25.8% | $5,982-45.8% |
| Admin fee / account holder | $7,427 | $7,245+2.5% | $5,945+24.9% | $11,246-34.0% |