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 | $73,253 | $112,881-35.1% | $90,951-19.5% | $158,922-53.9% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 16.41% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,823 | $2,893+32.2% | $2,122+80.2% | $4,761-19.7% |
| Participant deferral / active EE | $6,228 | $4,128+50.9% | $3,373+84.6% | $5,982+4.1% |
| Admin fee / account holder | $5,156 | $8,041-35.9% | $5,959-13.5% | $11,246-54.1% |