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 | $84,987 | $91,538-7.2% | $129,995-34.6% | $75,163+13.1% |
| Participation rate | 96.4% | 71.4%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 15.30% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,317 | $2,845+16.6% | $4,320-23.2% | $2,670+24.2% |
| Participant deferral / active EE | $4,514 | $4,341+4.0% | $5,820-22.4% | $4,125+9.4% |
| Admin fee / account holder | $12,289 | $6,790+81.0% | $10,614+15.8% | $5,651+117.5% |