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 | $61,936 | $74,888-17.3% | $71,209-13.0% | $142,382-56.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 15.01% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,534 | $2,854-11.2% | $2,721-6.9% | $4,299-41.1% |
| Participant deferral / active EE | $3,200 | $4,454-28.2% | $4,175-23.4% | $6,507-50.8% |
| Admin fee / account holder | $9,639 | $5,568+73.1% | $5,349+80.2% | $12,624-23.6% |