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 | $72,683 | $107,934-32.7% | $91,989-21.0% | $152,861-52.5% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 24.66% | 89.24%-64.6pp | 69.02%-44.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,407 | $4,210-19.1% | $3,452-1.3% | $4,762-28.5% |
| Participant deferral / active EE | $10,544 | $6,364+65.7% | $5,923+78.0% | $5,850+80.2% |
| Admin fee / account holder | $7,823 | $10,520-25.6% | $7,743+1.0% | $11,596-32.5% |