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 | $70,641 | $138,065-48.8% | $123,544-42.8% | $135,375-47.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 2.27% | 153.68%-151.4pp | 119.20%-116.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $2,218 | $5,151-56.9% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $4,837 | $6,799-28.9% | $6,426-24.7% | $5,609-13.8% |
| Admin fee / account holder | $1,583 | $10,916-85.5% | $9,284-83.0% | $10,827-85.4% |