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 | $72,370 | $109,327-33.8% | $89,391-19.0% | $158,922-54.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 17.39% | 345.68%-328.3pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,718 | $3,170-14.3% | $2,586+5.1% | $4,761-42.9% |
| Participant deferral / active EE | $8,562 | $4,598+86.2% | $3,890+120.1% | $5,982+43.1% |
| Admin fee / account holder | $4,303 | $6,153-30.1% | $4,881-11.8% | $11,246-61.7% |