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 | $80,741 | $111,724-27.7% | $93,606-13.7% | $145,922-44.7% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 11.35% | 202.98%-191.6pp | 133.20%-121.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,562 | $3,090-49.4% | $2,420-35.4% | $4,660-66.5% |
| Participant deferral / active EE | $4,004 | $4,912-18.5% | $4,411-9.2% | $6,688-40.1% |
| Admin fee / account holder | $14,986 | $10,250+46.2% | $8,285+80.9% | $13,397+11.9% |