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 | $87,375 | $183,519-52.4% | $155,509-43.8% | $145,922-40.1% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 33.10% | 61.17%-28.1pp | 64.67%-31.6pp | 561.29%-528.2pp |
| Employer contribution / active EE | $2,546 | $5,313-52.1% | $4,672-45.5% | $4,660-45.4% |
| Participant deferral / active EE | $5,318 | $6,462-17.7% | $5,626-5.5% | $6,688-20.5% |
| Admin fee / account holder | $601 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |