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 | $77,027 | $93,571-17.7% | $135,903-43.3% | $75,163+2.5% |
| Participation rate | 84.3% | 75.2%+9.2pp | 81.9%+2.4pp | 67.2%+17.1pp |
| Annual return | 55.42% | 30.90%+24.5pp | 68.23%-12.8pp | 160.62%-105.2pp |
| Employer contribution / active EE | $2,062 | $3,537-41.7% | $4,856-57.5% | $2,670-22.8% |
| Participant deferral / active EE | $8,056 | $6,404+25.8% | $7,758+3.8% | $4,125+95.3% |
| Admin fee / account holder | $4,375 | $6,975-37.3% | $10,762-59.3% | $5,651-22.6% |