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 5-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 | $76,713 | $126,574-39.4% | $106,213-27.8% | $145,922-47.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 14.56% | 224.79%-210.2pp | 116.14%-101.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,201 | $3,730-67.8% | $3,171-62.1% | $4,660-74.2% |
| Participant deferral / active EE | $6,912 | $5,724+20.8% | $5,016+37.8% | $6,688+3.4% |
| Admin fee / account holder | $9,694 | $17,304-44.0% | $11,033-12.1% | $13,397-27.6% |