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 | $82,363 | $74,888+10.0% | $71,209+15.7% | $142,382-42.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.33% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,782 | $2,854-37.6% | $2,721-34.5% | $4,299-58.5% |
| Participant deferral / active EE | $6,786 | $4,454+52.3% | $4,175+62.5% | $6,507+4.3% |
| Admin fee / account holder | $625 | $5,568-88.8% | $5,349-88.3% | $12,624-95.1% |