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 9-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 | $62,190 | $109,982-43.5% | $97,226-36.0% | $145,922-57.4% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 14.98% | 242.90%-227.9pp | 75.13%-60.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,511 | $3,084-51.0% | $2,729-44.6% | $4,660-67.6% |
| Participant deferral / active EE | $5,383 | $4,676+15.1% | $4,264+26.2% | $6,688-19.5% |
| Admin fee / account holder | $8,752 | $6,221+40.7% | $5,654+54.8% | $13,397-34.7% |