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 7-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 | $73,295 | $117,841-37.8% | $102,423-28.4% | $145,922-49.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 11.70% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $11,043 | $3,615+205.5% | $3,023+265.3% | $4,660+137.0% |
| Participant deferral / active EE | $8,459 | $5,731+47.6% | $5,053+67.4% | $6,688+26.5% |
| Admin fee / account holder | $24,172 | $13,326+81.4% | $9,451+155.8% | $13,397+80.4% |