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 | $82,757 | $148,534-44.3% | $135,903-39.1% | $139,434-40.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.21% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,911 | $5,243-44.5% | $4,856-40.1% | $4,751-38.7% |
| Participant deferral / active EE | $6,396 | $8,100-21.0% | $7,758-17.6% | $6,710-4.7% |
| Admin fee / account holder | $27,579 | $12,400+122.4% | $10,762+156.3% | $11,403+141.9% |