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 | $78,617 | $107,334-26.8% | $92,893-15.4% | $152,861-48.6% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 23.98% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,448 | $4,221-65.7% | $3,653-60.3% | $4,762-69.6% |
| Participant deferral / active EE | $5,217 | $4,845+7.7% | $4,236+23.1% | $5,850-10.8% |
| Admin fee / account holder | $1,843 | $7,079-74.0% | $5,794-68.2% | $11,596-84.1% |