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 | $83,768 | $102,317-18.1% | $146,958-43.0% | $80,856+3.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 14.49% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,752 | $3,713+1.0% | $4,933-23.9% | $2,755+36.2% |
| Participant deferral / active EE | $8,390 | $6,644+26.3% | $8,070+4.0% | $4,296+95.3% |
| Admin fee / account holder | $4,523 | $7,941-43.0% | $12,998-65.2% | $6,918-34.6% |