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 | $67,457 | $107,334-37.2% | $92,893-27.4% | $152,861-55.9% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 22.58% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,538 | $4,221-16.2% | $3,653-3.2% | $4,762-25.7% |
| Participant deferral / active EE | $8,878 | $4,845+83.3% | $4,236+109.6% | $5,850+51.8% |
| Admin fee / account holder | $730 | $7,079-89.7% | $5,794-87.4% | $11,596-93.7% |