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 | $80,447 | $112,096-28.2% | $95,952-16.2% | $158,922-49.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 6.97% | 171.09%-164.1pp | 91.61%-84.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,840 | $3,198-42.5% | $2,541-27.6% | $4,761-61.4% |
| Participant deferral / active EE | $3,156 | $4,784-34.0% | $4,167-24.3% | $5,982-47.2% |
| Admin fee / account holder | $17,251 | $10,130+70.3% | $6,795+153.9% | $11,246+53.4% |