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 | $83,610 | $183,519-54.4% | $155,509-46.2% | $145,922-42.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.14% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,072 | $5,313+51.9% | $4,672+72.8% | $4,660+73.2% |
| Participant deferral / active EE | $7,070 | $6,462+9.4% | $5,626+25.7% | $6,688+5.7% |
| Admin fee / account holder | $536 | $19,313-97.2% | $15,912-96.6% | $13,397-96.0% |