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 | $67,427 | $183,519-63.3% | $155,509-56.6% | $145,922-53.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.09% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $8,343 | $5,313+57.0% | $4,672+78.6% | $4,660+79.0% |
| Participant deferral / active EE | $4,525 | $6,462-30.0% | $5,626-19.6% | $6,688-32.3% |
| Admin fee / account holder | $2,506 | $19,313-87.0% | $15,912-84.2% | $13,397-81.3% |