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 | $79,697 | $105,181-24.2% | $159,436-50.0% | $85,850-7.2% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 14.43% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,545 | $3,318+6.8% | $4,829-26.6% | $2,565+38.2% |
| Participant deferral / active EE | $5,658 | $5,945-4.8% | $7,352-23.0% | $3,952+43.2% |
| Admin fee / account holder | $8,238 | $6,933+18.8% | $10,799-23.7% | $6,260+31.6% |