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 | $81,267 | $138,065-41.1% | $123,544-34.2% | $135,375-40.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 71.55% | 153.68%-82.1pp | 119.20%-47.6pp | 519.73%-448.2pp |
| Employer contribution / active EE | $2,917 | $5,151-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $7,763 | $6,799+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $2,298 | $10,916-78.9% | $9,284-75.2% | $10,827-78.8% |