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 | $84,885 | $81,632+4.0% | $70,449+20.5% | $158,922-46.6% |
| Participation rate | 92.9% | 77.7%+15.1pp | 75.1%+17.8pp | 82.0%+10.9pp |
| Annual return | 12.77% | 208.40%-195.6pp | 109.03%-96.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,036 | $3,217+25.4% | $2,737+47.5% | $4,761-15.2% |
| Participant deferral / active EE | $6,012 | $4,554+32.0% | $3,709+62.1% | $5,982+0.5% |
| Admin fee / account holder | $2,844 | $6,193-54.1% | $3,845-26.0% | $11,246-74.7% |