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 | $74,918 | $198,466-62.3% | $170,442-56.0% | $147,584-49.2% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 17.74% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,465 | $6,184-76.3% | $5,433-73.0% | $4,876-70.0% |
| Participant deferral / active EE | $6,627 | $5,629+17.7% | $4,939+34.2% | $5,439+21.8% |
| Admin fee / account holder | $669 | $16,852-96.0% | $13,880-95.2% | $10,885-93.9% |