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 | $74,902 | $197,591-62.1% | $177,821-57.9% | $158,922-52.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 14.25% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,346 | $6,697-50.0% | $5,918-43.5% | $4,761-29.7% |
| Participant deferral / active EE | $6,835 | $8,405-18.7% | $7,714-11.4% | $5,982+14.3% |
| Admin fee / account holder | $27,778 | $15,399+80.4% | $12,427+123.5% | $11,246+147.0% |