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 | $79,003 | $105,126-24.8% | $94,646-16.5% | $139,434-43.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 24.57% | 38.03%-13.5pp | 156.71%-132.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,787 | $4,106-32.1% | $3,672-24.1% | $4,751-41.3% |
| Participant deferral / active EE | $10,903 | $7,599+43.5% | $7,418+47.0% | $6,710+62.5% |
| Admin fee / account holder | $463 | $8,984-94.8% | $7,231-93.6% | $11,403-95.9% |