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 | $87,818 | $109,327-19.7% | $89,391-1.8% | $158,922-44.7% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 29.45% | 345.68%-316.2pp | 245.62%-216.2pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,432 | $3,170-54.8% | $2,586-44.6% | $4,761-69.9% |
| Participant deferral / active EE | $2,970 | $4,598-35.4% | $3,890-23.6% | $5,982-50.3% |
| Admin fee / account holder | $606 | $6,153-90.1% | $4,881-87.6% | $11,246-94.6% |