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 | $74,200 | $148,534-50.0% | $135,903-45.4% | $139,434-46.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 20.64% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,590 | $5,243+6.6% | $4,856+15.1% | $4,751+17.7% |
| Participant deferral / active EE | $12,309 | $8,100+52.0% | $7,758+58.7% | $6,710+83.4% |
| Admin fee / account holder | $850 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |