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 | $84,340 | $165,335-49.0% | $149,696-43.7% | $158,922-46.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.42% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,548 | $5,103-50.1% | $4,644-45.1% | $4,761-46.5% |
| Participant deferral / active EE | $10,070 | $7,181+40.2% | $6,842+47.2% | $5,982+68.3% |
| Admin fee / account holder | $9,156 | $10,807-15.3% | $9,309-1.6% | $11,246-18.6% |