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 | $70,407 | $107,334-34.4% | $92,893-24.2% | $152,861-53.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.27% | 145.58%-120.3pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,452 | $4,221-41.9% | $3,653-32.9% | $4,762-48.5% |
| Participant deferral / active EE | $9,585 | $4,845+97.9% | $4,236+126.3% | $5,850+63.8% |
| Admin fee / account holder | $5,500 | $7,079-22.3% | $5,794-5.1% | $11,596-52.6% |