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 | $83,525 | $159,901-47.8% | $146,958-43.2% | $145,922-42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.35% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,053 | $5,286-42.2% | $4,933-38.1% | $4,660-34.5% |
| Participant deferral / active EE | $5,405 | $8,428-35.9% | $8,070-33.0% | $6,688-19.2% |
| Admin fee / account holder | $886 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |