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 | $80,013 | $209,411-61.8% | $178,490-55.2% | $158,922-49.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 19.92% | 188.75%-168.8pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,493 | $5,706-56.3% | $5,011-50.3% | $4,761-47.6% |
| Participant deferral / active EE | $7,354 | $5,954+23.5% | $5,202+41.4% | $5,982+22.9% |
| Admin fee / account holder | $1,724 | $17,074-89.9% | $13,984-87.7% | $11,246-84.7% |