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 | $62,103 | $107,334-42.1% | $92,893-33.1% | $152,861-59.4% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 24.94% | 145.58%-120.6pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,074 | $4,221-50.9% | $3,653-43.2% | $4,762-56.5% |
| Participant deferral / active EE | $10,989 | $4,845+126.8% | $4,236+159.4% | $5,850+87.8% |
| Admin fee / account holder | $7,513 | $7,079+6.1% | $5,794+29.7% | $11,596-35.2% |