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 5-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 | $75,137 | $210,648-64.3% | $177,989-57.8% | $145,922-48.5% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 13.28% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,526 | $4,565-22.8% | $3,949-10.7% | $4,660-24.3% |
| Participant deferral / active EE | $8,810 | $6,958+26.6% | $6,276+40.4% | $6,688+31.7% |
| Admin fee / account holder | $9,539 | $12,013-20.6% | $10,363-8.0% | $13,397-28.8% |