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 | $73,214 | $183,519-60.1% | $155,509-52.9% | $145,922-49.8% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,777 | $5,313-66.6% | $4,672-62.0% | $4,660-61.9% |
| Participant deferral / active EE | $2,799 | $6,462-56.7% | $5,626-50.3% | $6,688-58.2% |
| Admin fee / account holder | $36,452 | $19,313+88.7% | $15,912+129.1% | $13,397+172.1% |