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 | $74,776 | $107,334-30.3% | $92,893-19.5% | $152,861-51.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 17.71% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,546 | $4,221+7.7% | $3,653+24.4% | $4,762-4.6% |
| Participant deferral / active EE | $1,642 | $4,845-66.1% | $4,236-61.2% | $5,850-71.9% |
| Admin fee / account holder | $10,551 | $7,079+49.0% | $5,794+82.1% | $11,596-9.0% |