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 | $80,432 | $81,208-1.0% | $98,907-18.7% | $79,858+0.7% |
| Participation rate | 94.0% | 72.5%+21.5pp | 76.0%+18.0pp | 69.6%+24.4pp |
| Annual return | 14.27% | 60.99%-46.7pp | 196.43%-182.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,662 | $1,960-15.2% | $2,689-38.2% | $2,471-32.7% |
| Participant deferral / active EE | $3,104 | $3,265-4.9% | $4,244-26.9% | $3,740-17.0% |
| Admin fee / account holder | $4,058 | $6,013-32.5% | $6,642-38.9% | $5,306-23.5% |