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 | $67,132 | $226,064-70.3% | $182,532-63.2% | $152,861-56.1% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.4%+13.0pp |
| Annual return | 20.86% | 192.51%-171.6pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,884 | $4,978-62.2% | $4,076-53.8% | $4,762-60.4% |
| Participant deferral / active EE | $4,398 | $6,368-30.9% | $5,524-20.4% | $5,850-24.8% |
| Admin fee / account holder | $12,030 | $10,703+12.4% | $8,592+40.0% | $11,596+3.7% |