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 | $77,037 | $102,317-24.7% | $146,958-47.6% | $80,856-4.7% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 17.39% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,567 | $3,713-3.9% | $4,933-27.7% | $2,755+29.5% |
| Participant deferral / active EE | $8,964 | $6,644+34.9% | $8,070+11.1% | $4,296+108.7% |
| Admin fee / account holder | $9,372 | $7,941+18.0% | $12,998-27.9% | $6,918+35.5% |