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 | $86,972 | $102,604-15.2% | $86,188+0.9% | $139,434-37.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 10.27% | 1922.51%-1912.2pp | 1168.45%-1158.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,063 | $3,032-32.0% | $2,380-13.3% | $4,751-56.6% |
| Participant deferral / active EE | $8,797 | $4,676+88.1% | $3,985+120.7% | $6,710+31.1% |
| Admin fee / account holder | $5,152 | $8,657-40.5% | $6,852-24.8% | $11,403-54.8% |