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 | $72,595 | $159,602-54.5% | $150,045-51.6% | $142,382-49.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.04% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $10,658 | $4,961+114.9% | $4,693+127.1% | $4,299+147.9% |
| Participant deferral / active EE | $12,793 | $8,310+53.9% | $7,997+60.0% | $6,507+96.6% |
| Admin fee / account holder | $84,155 | $14,846+466.8% | $13,435+526.4% | $12,624+566.6% |