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 | $82,486 | $157,256-47.5% | $141,162-41.6% | $152,861-46.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 25.71% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,028 | $5,261-42.5% | $4,735-36.1% | $4,762-36.4% |
| Participant deferral / active EE | $6,601 | $7,109-7.1% | $6,709-1.6% | $5,850+12.8% |
| Admin fee / account holder | $13,438 | $12,120+10.9% | $10,261+31.0% | $11,596+15.9% |