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 | $73,962 | $74,888-1.2% | $71,209+3.9% | $142,382-48.1% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 14.52% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,748 | $2,854-38.8% | $2,721-35.8% | $4,299-59.3% |
| Participant deferral / active EE | $4,982 | $4,454+11.9% | $4,175+19.3% | $6,507-23.4% |
| Admin fee / account holder | $1,541 | $5,568-72.3% | $5,349-71.2% | $12,624-87.8% |