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 | $71,929 | $183,519-60.8% | $155,509-53.7% | $145,922-50.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.15% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,590 | $5,313-70.1% | $4,672-66.0% | $4,660-65.9% |
| Participant deferral / active EE | $4,811 | $6,462-25.5% | $5,626-14.5% | $6,688-28.1% |
| Admin fee / account holder | $23,786 | $19,313+23.2% | $15,912+49.5% | $13,397+77.5% |