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 | $61,827 | $102,966-40.0% | $90,281-31.5% | $152,861-59.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.60% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,236 | $3,139-28.8% | $2,854-21.7% | $4,762-53.1% |
| Participant deferral / active EE | $8,795 | $4,281+105.4% | $3,885+126.4% | $5,850+50.3% |
| Admin fee / account holder | $2,468 | $6,171-60.0% | $5,351-53.9% | $11,596-78.7% |