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 | $65,310 | $109,327-40.3% | $89,391-26.9% | $158,922-58.9% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 10.63% | 345.68%-335.0pp | 245.62%-235.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $4,373 | $3,170+38.0% | $2,586+69.2% | $4,761-8.1% |
| Participant deferral / active EE | $2,321 | $4,598-49.5% | $3,890-40.3% | $5,982-61.2% |
| Admin fee / account holder | $4,022 | $6,153-34.6% | $4,881-17.6% | $11,246-64.2% |