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 | $80,321 | $159,901-49.8% | $146,958-45.3% | $145,922-45.0% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 15.64% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,968 | $5,286-24.9% | $4,933-19.6% | $4,660-14.8% |
| Participant deferral / active EE | $7,932 | $8,428-5.9% | $8,070-1.7% | $6,688+18.6% |
| Admin fee / account holder | $44,928 | $15,044+198.6% | $12,998+245.6% | $13,397+235.4% |