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 | $84,729 | $183,519-53.8% | $155,509-45.5% | $145,922-41.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.70% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,142 | $5,313+15.6% | $4,672+31.4% | $4,660+31.8% |
| Participant deferral / active EE | $5,486 | $6,462-15.1% | $5,626-2.5% | $6,688-18.0% |
| Admin fee / account holder | $5,627 | $19,313-70.9% | $15,912-64.6% | $13,397-58.0% |