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 | $74,801 | $227,553-67.1% | $189,557-60.5% | $167,490-55.3% |
| Participation rate | 94.1% | 82.5%+11.6pp | 78.4%+15.7pp | 82.1%+12.0pp |
| Annual return | 16.12% | 78.40%-62.3pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,420 | $5,316+20.8% | $4,412+45.5% | $4,837+32.7% |
| Participant deferral / active EE | $4,406 | $7,002-37.1% | $6,174-28.6% | $6,341-30.5% |
| Admin fee / account holder | $3,800 | $11,878-68.0% | $9,807-61.3% | $12,309-69.1% |