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 | $87,620 | $158,398-44.7% | $126,539-30.8% | $142,382-38.5% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 17.74% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,519 | $4,650+18.7% | $3,674+50.2% | $4,299+28.4% |
| Participant deferral / active EE | $10,753 | $4,767+125.6% | $4,083+163.4% | $6,507+65.2% |
| Admin fee / account holder | $10,212 | $6,918+47.6% | $6,065+68.4% | $12,624-19.1% |