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 | $82,860 | $183,519-54.8% | $155,509-46.7% | $145,922-43.2% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 15.64% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,001 | $5,313-62.3% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $2,909 | $6,462-55.0% | $5,626-48.3% | $6,688-56.5% |
| Admin fee / account holder | $850 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |