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 | $80,922 | $157,256-48.5% | $141,162-42.7% | $152,861-47.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.27% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,857 | $5,261-45.7% | $4,735-39.7% | $4,762-40.0% |
| Participant deferral / active EE | $2,749 | $7,109-61.3% | $6,709-59.0% | $5,850-53.0% |
| Admin fee / account holder | $12,434 | $12,120+2.6% | $10,261+21.2% | $11,596+7.2% |