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 | $78,039 | $160,055-51.2% | $140,016-44.3% | $135,375-42.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | 7.33% | 911.38%-904.0pp | 651.12%-643.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $2,101 | $6,420-67.3% | $5,606-62.5% | $4,779-56.0% |
| Participant deferral / active EE | $3,036 | $7,642-60.3% | $6,927-56.2% | $5,609-45.9% |
| Admin fee / account holder | $23,853 | $13,328+79.0% | $10,705+122.8% | $10,827+120.3% |