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 | $87,519 | $97,757-10.5% | $83,848+4.4% | $135,375-35.4% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | 10.55% | 1287.37%-1276.8pp | 850.88%-840.3pp | 519.73%-509.2pp |
| Employer contribution / active EE | $3,521 | $4,222-16.6% | $3,631-3.0% | $4,779-26.3% |
| Participant deferral / active EE | $8,259 | $4,682+76.4% | $4,082+102.3% | $5,609+47.3% |
| Admin fee / account holder | $2,933 | $6,674-56.1% | $5,478-46.5% | $10,827-72.9% |