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 | $73,962 | $100,773-26.6% | $88,946-16.8% | $142,382-48.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 11.75% | 70.18%-58.4pp | 57.82%-46.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,032 | $2,918+3.9% | $2,555+18.7% | $4,299-29.5% |
| Participant deferral / active EE | $6,759 | $5,230+29.2% | $4,581+47.5% | $6,507+3.9% |
| Admin fee / account holder | $12,486 | $9,693+28.8% | $8,261+51.1% | $12,624-1.1% |