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 | $63,264 | $102,317-38.2% | $146,958-57.0% | $80,856-21.8% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,615 | $3,713+24.3% | $4,933-6.5% | $2,755+67.5% |
| Participant deferral / active EE | $9,653 | $6,644+45.3% | $8,070+19.6% | $4,296+124.7% |
| Admin fee / account holder | $1,987 | $7,941-75.0% | $12,998-84.7% | $6,918-71.3% |