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 | $86,025 | $133,922-35.8% | $116,228-26.0% | $142,382-39.6% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 15.24% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,637 | $3,446-52.5% | $2,994-45.3% | $4,299-61.9% |
| Participant deferral / active EE | $3,094 | $5,672-45.4% | $4,953-37.5% | $6,507-52.4% |
| Admin fee / account holder | $16,303 | $14,945+9.1% | $11,989+36.0% | $12,624+29.1% |