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 | $89,168 | $159,901-44.2% | $146,958-39.3% | $145,922-38.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 22.20% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $4,674 | $5,286-11.6% | $4,933-5.3% | $4,660+0.3% |
| Participant deferral / active EE | $11,013 | $8,428+30.7% | $8,070+36.5% | $6,688+64.7% |
| Admin fee / account holder | $5,358 | $15,044-64.4% | $12,998-58.8% | $13,397-60.0% |