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 | $79,531 | $118,680-33.0% | $98,907-19.6% | $158,922-50.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 25.94% | 372.35%-346.4pp | 196.43%-170.5pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,693 | $3,333-49.2% | $2,689-37.0% | $4,761-64.4% |
| Participant deferral / active EE | $5,697 | $5,088+12.0% | $4,244+34.2% | $5,982-4.8% |
| Admin fee / account holder | $611 | $10,131-94.0% | $6,642-90.8% | $11,246-94.6% |