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 | $72,691 | $159,901-54.5% | $146,958-50.5% | $145,922-50.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.33% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,470 | $5,286-34.3% | $4,933-29.6% | $4,660-25.5% |
| Participant deferral / active EE | $8,530 | $8,428+1.2% | $8,070+5.7% | $6,688+27.5% |
| Admin fee / account holder | $25,396 | $15,044+68.8% | $12,998+95.4% | $13,397+89.6% |