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 | $78,550 | $159,901-50.9% | $146,958-46.5% | $145,922-46.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.08% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,113 | $5,286-22.2% | $4,933-16.6% | $4,660-11.7% |
| Participant deferral / active EE | $9,784 | $8,428+16.1% | $8,070+21.2% | $6,688+46.3% |
| Admin fee / account holder | $10,001 | $15,044-33.5% | $12,998-23.1% | $13,397-25.4% |