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 | $74,531 | $144,119-48.3% | $117,854-36.8% | $147,584-49.5% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 9.85% | 531.15%-521.3pp | 335.08%-325.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,254 | $4,896-74.4% | $3,786-66.9% | $4,876-74.3% |
| Participant deferral / active EE | $2,505 | $5,316-52.9% | $4,482-44.1% | $5,439-53.9% |
| Admin fee / account holder | $14,300 | $10,886+31.4% | $8,020+78.3% | $10,885+31.4% |