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 | $80,468 | $107,334-25.0% | $92,893-13.4% | $152,861-47.4% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 14.40% | 145.58%-131.2pp | 109.41%-95.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,920 | $4,221-54.5% | $3,653-47.4% | $4,762-59.7% |
| Participant deferral / active EE | $3,495 | $4,845-27.9% | $4,236-17.5% | $5,850-40.3% |
| Admin fee / account holder | $6,058 | $7,079-14.4% | $5,794+4.6% | $11,596-47.8% |