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 | $90,012 | $91,190-1.3% | $178,490-49.6% | $79,858+12.7% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,973 | $3,256-39.4% | $5,011-60.6% | $2,471-20.2% |
| Participant deferral / active EE | $5,573 | $3,236+72.2% | $5,202+7.1% | $3,740+49.0% |
| Admin fee / account holder | $961 | $6,751-85.8% | $13,984-93.1% | $5,306-81.9% |