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 | $68,594 | $165,984-58.7% | $164,813-58.4% | $145,922-53.0% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.8pp | 80.3%+6.1pp |
| Annual return | 14.90% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,473 | $5,273-34.1% | $4,341-20.0% | $4,660-25.5% |
| Participant deferral / active EE | $5,609 | $6,959-19.4% | $6,031-7.0% | $6,688-16.1% |
| Admin fee / account holder | $1,027 | $16,648-93.8% | $12,690-91.9% | $13,397-92.3% |