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 | $81,684 | $96,635-15.5% | $86,612-5.7% | $139,434-41.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,844 | $3,263-43.5% | $3,022-39.0% | $4,751-61.2% |
| Participant deferral / active EE | $4,312 | $4,836-10.8% | $4,438-2.8% | $6,710-35.7% |
| Admin fee / account holder | $4,420 | $6,408-31.0% | $5,614-21.3% | $11,403-61.2% |