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 | $68,889 | $175,202-60.7% | $149,673-54.0% | $139,434-50.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.00% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,539 | $5,474-71.9% | $4,818-68.0% | $4,751-67.6% |
| Participant deferral / active EE | $6,129 | $6,519-6.0% | $5,680+7.9% | $6,710-8.7% |
| Admin fee / account holder | $17,402 | $16,150+7.7% | $13,210+31.7% | $11,403+52.6% |