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 | $73,476 | $81,632-10.0% | $70,449+4.3% | $158,922-53.8% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 11.51% | 208.40%-196.9pp | 109.03%-97.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,443 | $3,217+7.0% | $2,737+25.8% | $4,761-27.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,557 | $6,193-42.6% | $3,845-7.5% | $11,246-68.4% |