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 | $84,885 | $109,881-22.7% | $150,045-43.4% | $84,808+0.1% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 74.23% | 28.25%+46.0pp | 62.55%+11.7pp | 40.90%+33.3pp |
| Employer contribution / active EE | $3,065 | $3,561-13.9% | $4,693-34.7% | $2,631+16.5% |
| Participant deferral / active EE | $5,222 | $6,636-21.3% | $7,997-34.7% | $4,212+24.0% |
| Admin fee / account holder | $3,156 | $8,568-63.2% | $13,435-76.5% | $7,344-57.0% |