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 | $74,347 | $138,065-46.2% | $123,544-39.8% | $135,375-45.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 10.85% | 153.68%-142.8pp | 119.20%-108.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $8,575 | $5,151+66.5% | $4,628+85.3% | $4,779+79.4% |
| Participant deferral / active EE | $5,544 | $6,799-18.5% | $6,426-13.7% | $5,609-1.2% |
| Admin fee / account holder | $3,691 | $10,916-66.2% | $9,284-60.2% | $10,827-65.9% |