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 | $75,949 | $210,648-63.9% | $177,989-57.3% | $145,922-48.0% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.56% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,137 | $4,565-53.2% | $3,949-45.9% | $4,660-54.1% |
| Participant deferral / active EE | $3,780 | $6,958-45.7% | $6,276-39.8% | $6,688-43.5% |
| Admin fee / account holder | $34,782 | $12,013+189.5% | $10,363+235.6% | $13,397+159.6% |