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 | $71,068 | $217,402-67.3% | $185,823-61.8% | $167,490-57.6% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.70% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,064 | $5,873-30.8% | $5,167-21.4% | $4,837-16.0% |
| Participant deferral / active EE | $6,498 | $6,356+2.2% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $6,289 | $19,811-68.3% | $16,237-61.3% | $12,309-48.9% |