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 | $74,610 | $165,984-55.0% | $164,813-54.7% | $145,922-48.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.06% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,538 | $5,273-32.9% | $4,341-18.5% | $4,660-24.1% |
| Participant deferral / active EE | $5,150 | $6,959-26.0% | $6,031-14.6% | $6,688-23.0% |
| Admin fee / account holder | $63,298 | $16,648+280.2% | $12,690+398.8% | $13,397+372.5% |