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 8-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 | $80,063 | $158,398-49.5% | $126,539-36.7% | $142,382-43.8% |
| Participation rate | 85.0% | 75.8%+9.2pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 14.25% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,570 | $4,650-44.7% | $3,674-30.0% | $4,299-40.2% |
| Participant deferral / active EE | $5,486 | $4,767+15.1% | $4,083+34.4% | $6,507-15.7% |
| Admin fee / account holder | $1,772 | $6,918-74.4% | $6,065-70.8% | $12,624-86.0% |