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 | $80,628 | $137,414-41.3% | $189,513-57.5% | $85,850-6.1% |
| Participation rate | 76.7% | 84.6%-7.9pp | 87.8%-11.1pp | 69.3%+7.4pp |
| Annual return | 16.56% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,465 | $4,344-43.3% | $6,162-60.0% | $2,565-3.9% |
| Participant deferral / active EE | $5,257 | $6,260-16.0% | $8,221-36.1% | $3,952+33.0% |
| Admin fee / account holder | $6,071 | $8,630-29.6% | $12,045-49.6% | $6,260-3.0% |