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 | $77,563 | $165,335-53.1% | $149,696-48.2% | $158,922-51.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 18.61% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,911 | $5,103+35.4% | $4,644+48.8% | $4,761+45.2% |
| Participant deferral / active EE | $7,097 | $7,181-1.2% | $6,842+3.7% | $5,982+18.6% |
| Admin fee / account holder | $6,722 | $10,807-37.8% | $9,309-27.8% | $11,246-40.2% |