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 | $76,362 | $217,402-64.9% | $185,823-58.9% | $167,490-54.4% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 43.90% | 148.36%-104.5pp | 122.05%-78.2pp | 478.56%-434.7pp |
| Employer contribution / active EE | $1,286 | $5,873-78.1% | $5,167-75.1% | $4,837-73.4% |
| Participant deferral / active EE | $3,157 | $6,356-50.3% | $5,568-43.3% | $6,341-50.2% |
| Admin fee / account holder | $2,816 | $19,811-85.8% | $16,237-82.7% | $12,309-77.1% |