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 | $80,038 | $176,056-54.5% | $159,436-49.8% | $167,490-52.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.09% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,572 | $5,297-32.6% | $4,829-26.0% | $4,837-26.2% |
| Participant deferral / active EE | $10,773 | $7,750+39.0% | $7,352+46.5% | $6,341+69.9% |
| Admin fee / account holder | $5,320 | $12,554-57.6% | $10,799-50.7% | $12,309-56.8% |