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 | $77,795 | $217,402-64.2% | $185,823-58.1% | $167,490-53.6% |
| Participation rate | 90.5% | 86.0%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 14.82% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,736 | $5,873-36.4% | $5,167-27.7% | $4,837-22.8% |
| Participant deferral / active EE | $8,516 | $6,356+34.0% | $5,568+52.9% | $6,341+34.3% |
| Admin fee / account holder | $615 | $19,811-96.9% | $16,237-96.2% | $12,309-95.0% |