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 | $73,089 | $112,096-34.8% | $95,952-23.8% | $158,922-54.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 18.97% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $7,662 | $3,198+139.6% | $2,541+201.5% | $4,761+60.9% |
| Participant deferral / active EE | $4,371 | $4,784-8.6% | $4,167+4.9% | $5,982-26.9% |
| Admin fee / account holder | $4,804 | $10,130-52.6% | $6,795-29.3% | $11,246-57.3% |