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 | $86,937 | $183,519-52.6% | $155,509-44.1% | $145,922-40.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.87% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,991 | $5,313+69.2% | $4,672+92.4% | $4,660+93.0% |
| Participant deferral / active EE | $7,424 | $6,462+14.9% | $5,626+31.9% | $6,688+11.0% |
| Admin fee / account holder | $449 | $19,313-97.7% | $15,912-97.2% | $13,397-96.6% |