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 | $80,661 | $159,901-49.6% | $146,958-45.1% | $145,922-44.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 9.95% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,267 | $5,286-57.1% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $3,665 | $8,428-56.5% | $8,070-54.6% | $6,688-45.2% |
| Admin fee / account holder | $11,472 | $15,044-23.7% | $12,998-11.7% | $13,397-14.4% |