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 | $72,830 | $102,966-29.3% | $90,281-19.3% | $152,861-52.4% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 15.98% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,213 | $3,139+34.2% | $2,854+47.6% | $4,762-11.5% |
| Participant deferral / active EE | $5,402 | $4,281+26.2% | $3,885+39.0% | $5,850-7.7% |
| Admin fee / account holder | $1,073 | $6,171-82.6% | $5,351-79.9% | $11,596-90.7% |