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 | $73,741 | $112,881-34.7% | $90,951-18.9% | $158,922-53.6% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 9.86% | 215.79%-205.9pp | 134.60%-124.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $4,836 | $2,893+67.1% | $2,122+127.9% | $4,761+1.6% |
| Participant deferral / active EE | $3,164 | $4,128-23.4% | $3,373-6.2% | $5,982-47.1% |
| Admin fee / account holder | $510 | $8,041-93.7% | $5,959-91.4% | $11,246-95.5% |