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 | $87,484 | $152,587-42.7% | $125,175-30.1% | $152,861-42.8% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 25.94% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,759 | $4,946-64.4% | $3,865-54.5% | $4,762-63.1% |
| Participant deferral / active EE | $4,009 | $5,868-31.7% | $4,937-18.8% | $5,850-31.5% |
| Admin fee / account holder | $2,029 | $13,434-84.9% | $9,702-79.1% | $11,596-82.5% |