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 | $82,010 | $157,256-47.8% | $141,162-41.9% | $152,861-46.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 34.64% | 64.32%-29.7pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $3,909 | $5,261-25.7% | $4,735-17.4% | $4,762-17.9% |
| Participant deferral / active EE | $8,083 | $7,109+13.7% | $6,709+20.5% | $5,850+38.2% |
| Admin fee / account holder | $9,327 | $12,120-23.0% | $10,261-9.1% | $11,596-19.6% |