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 4-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 | $88,347 | $111,724-20.9% | $93,606-5.6% | $145,922-39.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 27.66% | 202.98%-175.3pp | 133.20%-105.5pp | 561.29%-533.6pp |
| Employer contribution / active EE | $2,725 | $3,090-11.8% | $2,420+12.6% | $4,660-41.5% |
| Participant deferral / active EE | $15,250 | $4,912+210.5% | $4,411+245.7% | $6,688+128.0% |
| Admin fee / account holder | $611 | $10,250-94.0% | $8,285-92.6% | $13,397-95.4% |