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 | $69,209 | $87,870-21.2% | $113,168-38.8% | $74,304-6.9% |
| Participation rate | 70.1% | 70.7%-0.7pp | 76.6%-6.5pp | 60.3%+9.7pp |
| Annual return | 293.83% | 26.44%+267.4pp | 24.27%+269.6pp | 29.43%+264.4pp |
| Employer contribution / active EE | $1,473 | $2,277-35.3% | $2,975-50.5% | $2,241-34.3% |
| Participant deferral / active EE | $4,770 | $4,241+12.5% | $5,107-6.6% | $3,767+26.6% |
| Admin fee / account holder | $1,179 | $3,368-65.0% | $12,068-90.2% | $2,969-60.3% |