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 | $96,449 | $226,064-57.3% | $182,532-47.2% | $152,861-36.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 15.42% | 192.51%-177.1pp | 148.54%-133.1pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,361 | $4,978-52.6% | $4,076-42.1% | $4,762-50.4% |
| Participant deferral / active EE | $4,645 | $6,368-27.1% | $5,524-15.9% | $5,850-20.6% |
| Admin fee / account holder | $1,798 | $10,703-83.2% | $8,592-79.1% | $11,596-84.5% |