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 | $81,443 | $159,901-49.1% | $146,958-44.6% | $145,922-44.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.28% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,083 | $5,286-60.6% | $4,933-57.8% | $4,660-55.3% |
| Participant deferral / active EE | $2,681 | $8,428-68.2% | $8,070-66.8% | $6,688-59.9% |
| Admin fee / account holder | $21,711 | $15,044+44.3% | $12,998+67.0% | $13,397+62.1% |