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 | $78,723 | $158,398-50.3% | $126,539-37.8% | $142,382-44.7% |
| Participation rate | 94.7% | 75.8%+18.9pp | 69.8%+24.9pp | 80.1%+14.6pp |
| Annual return | 14.05% | 593.76%-579.7pp | 425.95%-411.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,017 | $4,650-35.1% | $3,674-17.9% | $4,299-29.8% |
| Participant deferral / active EE | $4,573 | $4,767-4.1% | $4,083+12.0% | $6,507-29.7% |
| Admin fee / account holder | $3,435 | $6,918-50.3% | $6,065-43.4% | $12,624-72.8% |