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 | $101,860 | $209,411-51.4% | $178,490-42.9% | $158,922-35.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 18.86% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,592 | $5,706-72.1% | $5,011-68.2% | $4,761-66.6% |
| Participant deferral / active EE | $4,140 | $5,954-30.5% | $5,202-20.4% | $5,982-30.8% |
| Admin fee / account holder | $32,416 | $17,074+89.9% | $13,984+131.8% | $11,246+188.3% |