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 | $81,478 | $209,411-61.1% | $178,490-54.4% | $158,922-48.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 20.76% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,354 | $5,706-41.2% | $5,011-33.1% | $4,761-29.6% |
| Participant deferral / active EE | $7,400 | $5,954+24.3% | $5,202+42.3% | $5,982+23.7% |
| Admin fee / account holder | $2,270 | $17,074-86.7% | $13,984-83.8% | $11,246-79.8% |