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 | $82,042 | $109,327-25.0% | $89,391-8.2% | $158,922-48.4% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 14.80% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,805 | $3,170-11.5% | $2,586+8.5% | $4,761-41.1% |
| Participant deferral / active EE | $8,055 | $4,598+75.2% | $3,890+107.1% | $5,982+34.6% |
| Admin fee / account holder | $404 | $6,153-93.4% | $4,881-91.7% | $11,246-96.4% |