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 | $83,051 | $183,519-54.7% | $155,509-46.6% | $145,922-43.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.91% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,308 | $5,313-18.9% | $4,672-7.8% | $4,660-7.5% |
| Participant deferral / active EE | $8,714 | $6,462+34.8% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $1,023 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |