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 | $73,305 | $126,574-42.1% | $106,213-31.0% | $145,922-49.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.17% | 224.79%-208.6pp | 116.14%-100.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,993 | $3,730-19.8% | $3,171-5.6% | $4,660-35.8% |
| Participant deferral / active EE | $8,468 | $5,724+48.0% | $5,016+68.8% | $6,688+26.6% |
| Admin fee / account holder | $53,206 | $17,304+207.5% | $11,033+382.2% | $13,397+297.2% |