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 | $79,634 | $198,466-59.9% | $170,442-53.3% | $147,584-46.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.87% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,551 | $6,184-58.7% | $5,433-53.0% | $4,876-47.7% |
| Participant deferral / active EE | $6,165 | $5,629+9.5% | $4,939+24.8% | $5,439+13.3% |
| Admin fee / account holder | $362 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |