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 | $82,825 | $175,202-52.7% | $149,673-44.7% | $139,434-40.6% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 20.67% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,095 | $5,474-61.7% | $4,818-56.5% | $4,751-55.9% |
| Participant deferral / active EE | $5,016 | $6,519-23.0% | $5,680-11.7% | $6,710-25.2% |
| Admin fee / account holder | $17,817 | $16,150+10.3% | $13,210+34.9% | $11,403+56.3% |