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 | $77,964 | $126,574-38.4% | $106,213-26.6% | $145,922-46.6% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.14% | 224.79%-209.6pp | 116.14%-101.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,255 | $3,730-66.4% | $3,171-60.4% | $4,660-73.1% |
| Participant deferral / active EE | $3,623 | $5,724-36.7% | $5,016-27.8% | $6,688-45.8% |
| Admin fee / account holder | $4,102 | $17,304-76.3% | $11,033-62.8% | $13,397-69.4% |