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 | $74,724 | $159,901-53.3% | $146,958-49.2% | $145,922-48.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.87% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,966 | $5,286-62.8% | $4,933-60.1% | $4,660-57.8% |
| Participant deferral / active EE | $8,252 | $8,428-2.1% | $8,070+2.3% | $6,688+23.4% |
| Admin fee / account holder | $14,409 | $15,044-4.2% | $12,998+10.9% | $13,397+7.6% |