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 | $72,286 | $109,982-34.3% | $97,226-25.7% | $145,922-50.5% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.2pp |
| Annual return | 9.34% | 242.90%-233.6pp | 75.13%-65.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,238 | $3,084-27.4% | $2,729-18.0% | $4,660-52.0% |
| Participant deferral / active EE | $6,633 | $4,676+41.8% | $4,264+55.6% | $6,688-0.8% |
| Admin fee / account holder | $4,398 | $6,221-29.3% | $5,654-22.2% | $13,397-67.2% |