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 | $82,915 | $157,256-47.3% | $141,162-41.3% | $152,861-45.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 20.26% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,229 | $5,261-57.6% | $4,735-52.9% | $4,762-53.2% |
| Participant deferral / active EE | $2,322 | $7,109-67.3% | $6,709-65.4% | $5,850-60.3% |
| Admin fee / account holder | $698 | $12,120-94.2% | $10,261-93.2% | $11,596-94.0% |