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 | $99,101 | $165,984-40.3% | $164,813-39.9% | $145,922-32.1% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 9.94% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,558 | $5,273-51.5% | $4,341-41.1% | $4,660-45.1% |
| Participant deferral / active EE | $5,802 | $6,959-16.6% | $6,031-3.8% | $6,688-13.2% |
| Admin fee / account holder | $2,540 | $16,648-84.7% | $12,690-80.0% | $13,397-81.0% |