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 | $73,083 | $57,281+27.6% | $86,612-15.6% | $75,163-2.8% |
| Participation rate | 70.3% | 63.2%+7.1pp | 71.7%-1.4pp | 67.2%+3.1pp |
| Annual return | 16.63% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,801 | $2,314-22.2% | $3,022-40.4% | $2,670-32.5% |
| Participant deferral / active EE | $3,578 | $3,318+7.8% | $4,438-19.4% | $4,125-13.3% |
| Admin fee / account holder | $3,820 | $4,112-7.1% | $5,614-31.9% | $5,651-32.4% |