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 | $77,334 | $183,519-57.9% | $155,509-50.3% | $145,922-47.0% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 10.33% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,225 | $5,313-58.1% | $4,672-52.4% | $4,660-52.2% |
| Participant deferral / active EE | $4,531 | $6,462-29.9% | $5,626-19.5% | $6,688-32.2% |
| Admin fee / account holder | $2,458 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |