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 | $82,080 | $150,187-45.3% | $120,354-31.8% | $145,922-43.8% |
| Participation rate | 72.2% | 78.8%-6.5pp | 71.9%+0.3pp | 80.3%-8.1pp |
| Annual return | 14.76% | 154.07%-139.3pp | 107.15%-92.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,556 | $4,348-18.2% | $3,463+2.7% | $4,660-23.7% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,066 | $12,207-91.3% | $9,423-88.7% | $13,397-92.0% |