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 | $79,084 | $183,519-56.9% | $155,509-49.1% | $145,922-45.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 31.33% | 61.17%-29.8pp | 64.67%-33.3pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,754 | $5,313-67.0% | $4,672-62.5% | $4,660-62.4% |
| Participant deferral / active EE | $5,355 | $6,462-17.1% | $5,626-4.8% | $6,688-19.9% |
| Admin fee / account holder | $3,585 | $19,313-81.4% | $15,912-77.5% | $13,397-73.2% |