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 | $89,689 | $121,625-26.3% | $104,607-14.3% | $158,922-43.6% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 17.03% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $268 | $3,163-91.5% | $2,681-90.0% | $4,761-94.4% |
| Participant deferral / active EE | $2,080 | $4,177-50.2% | $3,740-44.4% | $5,982-65.2% |
| Admin fee / account holder | $13,063 | $7,787+67.8% | $6,473+101.8% | $11,246+16.2% |