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 | $75,954 | $177,572-57.2% | $154,803-50.9% | $142,382-46.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.40% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,846 | $4,810-20.0% | $4,305-10.7% | $4,299-10.5% |
| Participant deferral / active EE | $11,263 | $6,272+79.6% | $5,540+103.3% | $6,507+73.1% |
| Admin fee / account holder | $76,875 | $16,786+358.0% | $14,329+436.5% | $12,624+509.0% |