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 | $73,612 | $150,187-51.0% | $120,354-38.8% | $145,922-49.6% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 10.33% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,308 | $4,348-69.9% | $3,463-62.2% | $4,660-71.9% |
| Participant deferral / active EE | $2,695 | $6,173-56.3% | $4,991-46.0% | $6,688-59.7% |
| Admin fee / account holder | $5,656 | $12,207-53.7% | $9,423-40.0% | $13,397-57.8% |