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 | $79,202 | $65,409+21.1% | $98,442-19.5% | $85,850-7.7% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.3%+1.4pp |
| Annual return | 14.20% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,015 | $2,168-7.0% | $2,960-31.9% | $2,565-21.4% |
| Participant deferral / active EE | $3,283 | $3,166+3.7% | $4,276-23.2% | $3,952-16.9% |
| Admin fee / account holder | $5,038 | $4,593+9.7% | $5,949-15.3% | $6,260-19.5% |