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 | $82,142 | $177,572-53.7% | $154,803-46.9% | $142,382-42.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.80% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,219 | $4,810-53.9% | $4,305-48.5% | $4,299-48.4% |
| Participant deferral / active EE | $6,683 | $6,272+6.6% | $5,540+20.6% | $6,507+2.7% |
| Admin fee / account holder | $11,760 | $16,786-29.9% | $14,329-17.9% | $12,624-6.8% |