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 | $84,355 | $121,625-30.6% | $104,607-19.4% | $158,922-46.9% |
| Participation rate | 85.0% | 77.5%+7.5pp | 74.1%+10.9pp | 82.0%+3.0pp |
| Annual return | 15.64% | 465.26%-449.6pp | 340.46%-324.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,798 | $3,163+20.1% | $2,681+41.7% | $4,761-20.2% |
| Participant deferral / active EE | $6,386 | $4,177+52.9% | $3,740+70.8% | $5,982+6.7% |
| Admin fee / account holder | $1,176 | $7,787-84.9% | $6,473-81.8% | $11,246-89.5% |