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 | $84,510 | $158,398-46.6% | $126,539-33.2% | $142,382-40.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 12.37% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,695 | $4,650-20.5% | $3,674+0.6% | $4,299-14.1% |
| Participant deferral / active EE | $2,759 | $4,767-42.1% | $4,083-32.4% | $6,507-57.6% |
| Admin fee / account holder | $7,572 | $6,918+9.5% | $6,065+24.9% | $12,624-40.0% |