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 | $78,887 | $142,405-44.6% | $115,157-31.5% | $152,861-48.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 25.68% | 41.48%-15.8pp | 35.60%-9.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,937 | $4,010-51.7% | $3,179-39.1% | $4,762-59.3% |
| Participant deferral / active EE | $5,295 | $5,164+2.5% | $4,168+27.0% | $5,850-9.5% |
| Admin fee / account holder | $915 | $8,462-89.2% | $7,088-87.1% | $11,596-92.1% |