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 9-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 | $81,658 | $209,411-61.0% | $178,490-54.3% | $158,922-48.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.05% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,375 | $5,706-58.4% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $7,151 | $5,954+20.1% | $5,202+37.5% | $5,982+19.5% |
| Admin fee / account holder | $11,645 | $17,074-31.8% | $13,984-16.7% | $11,246+3.6% |