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 | $77,699 | $183,519-57.7% | $155,509-50.0% | $145,922-46.8% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,792 | $5,313-47.5% | $4,672-40.3% | $4,660-40.1% |
| Participant deferral / active EE | $5,182 | $6,462-19.8% | $5,626-7.9% | $6,688-22.5% |
| Admin fee / account holder | $1,903 | $19,313-90.1% | $15,912-88.0% | $13,397-85.8% |