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 | $81,081 | $165,984-51.2% | $164,813-50.8% | $145,922-44.4% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 15.27% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,044 | $5,273-42.3% | $4,341-29.9% | $4,660-34.7% |
| Participant deferral / active EE | $8,303 | $6,959+19.3% | $6,031+37.7% | $6,688+24.1% |
| Admin fee / account holder | $11,497 | $16,648-30.9% | $12,690-9.4% | $13,397-14.2% |