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 | $82,178 | $112,096-26.7% | $95,952-14.4% | $158,922-48.3% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 14.97% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,840 | $3,198-42.5% | $2,541-27.6% | $4,761-61.3% |
| Participant deferral / active EE | $2,293 | $4,784-52.1% | $4,167-45.0% | $5,982-61.7% |
| Admin fee / account holder | $6,164 | $10,130-39.2% | $6,795-9.3% | $11,246-45.2% |