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 | $72,941 | $157,256-53.6% | $141,162-48.3% | $152,861-52.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 23.66% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,462 | $5,261-53.2% | $4,735-48.0% | $4,762-48.3% |
| Participant deferral / active EE | $6,022 | $7,109-15.3% | $6,709-10.2% | $5,850+2.9% |
| Admin fee / account holder | $664 | $12,120-94.5% | $10,261-93.5% | $11,596-94.3% |