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 | $61,464 | $110,809-44.5% | $86,874-29.2% | $167,490-63.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 8.09% | 116.98%-108.9pp | 63.52%-55.4pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,338 | $3,244-27.9% | $2,495-6.3% | $4,837-51.7% |
| Participant deferral / active EE | $6,042 | $4,546+32.9% | $3,699+63.3% | $6,341-4.7% |
| Admin fee / account holder | $1,450 | $8,415-82.8% | $5,828-75.1% | $12,309-88.2% |