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 | $72,180 | $144,119-49.9% | $117,854-38.8% | $147,584-51.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 17.81% | 531.15%-513.3pp | 335.08%-317.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,794 | $4,896-42.9% | $3,786-26.2% | $4,876-42.7% |
| Participant deferral / active EE | $4,642 | $5,316-12.7% | $4,482+3.6% | $5,439-14.7% |
| Admin fee / account holder | $12,933 | $10,886+18.8% | $8,020+61.3% | $10,885+18.8% |