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 | $83,536 | $133,922-37.6% | $116,228-28.1% | $142,382-41.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 15.64% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,166 | $3,446-37.1% | $2,994-27.7% | $4,299-49.6% |
| Participant deferral / active EE | $5,873 | $5,672+3.5% | $4,953+18.6% | $6,507-9.8% |
| Admin fee / account holder | $21,388 | $14,945+43.1% | $11,989+78.4% | $12,624+69.4% |