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 | $80,853 | $112,881-28.4% | $90,951-11.1% | $158,922-49.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 25.77% | 215.79%-190.0pp | 134.60%-108.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $2,847 | $2,893-1.6% | $2,122+34.1% | $4,761-40.2% |
| Participant deferral / active EE | $6,261 | $4,128+51.7% | $3,373+85.6% | $5,982+4.7% |
| Admin fee / account holder | $572 | $8,041-92.9% | $5,959-90.4% | $11,246-94.9% |