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 | $72,965 | $84,696-13.9% | $75,696-3.6% | $167,490-56.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.8%+17.5pp | 82.1%+10.2pp |
| Annual return | 11.71% | 199.36%-187.6pp | 104.53%-92.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,372 | $3,230-26.5% | $2,743-13.5% | $4,837-51.0% |
| Participant deferral / active EE | $4,250 | $4,580-7.2% | $3,821+11.2% | $6,341-33.0% |
| Admin fee / account holder | $4,042 | $5,355-24.5% | $3,619+11.7% | $12,309-67.2% |