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 | $74,130 | $183,963-59.7% | $162,163-54.3% | $152,861-51.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 14.61% | 150.76%-136.2pp | 115.59%-101.0pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,854 | $6,371-70.9% | $5,614-67.0% | $4,762-61.1% |
| Participant deferral / active EE | $3,644 | $8,034-54.6% | $7,298-50.1% | $5,850-37.7% |
| Admin fee / account holder | $9,454 | $13,121-28.0% | $10,843-12.8% | $11,596-18.5% |