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 | $66,494 | $107,334-38.0% | $92,893-28.4% | $152,861-56.5% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 17.45% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,142 | $4,221-72.9% | $3,653-68.7% | $4,762-76.0% |
| Participant deferral / active EE | $3,095 | $4,845-36.1% | $4,236-26.9% | $5,850-47.1% |
| Admin fee / account holder | $8,457 | $7,079+19.5% | $5,794+46.0% | $11,596-27.1% |