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 | $73,434 | $117,841-37.7% | $102,423-28.3% | $145,922-49.7% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 27.43% | 31.65%-4.2pp | 29.32%-1.9pp | 561.29%-533.9pp |
| Employer contribution / active EE | $1,883 | $3,615-47.9% | $3,023-37.7% | $4,660-59.6% |
| Participant deferral / active EE | $3,889 | $5,731-32.1% | $5,053-23.0% | $6,688-41.9% |
| Admin fee / account holder | $16,021 | $13,326+20.2% | $9,451+69.5% | $13,397+19.6% |