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 | $87,059 | $102,317-14.9% | $146,958-40.8% | $80,856+7.7% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 13.77% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,646 | $3,713+52.1% | $4,933+14.5% | $2,755+105.0% |
| Participant deferral / active EE | $5,776 | $6,644-13.1% | $8,070-28.4% | $4,296+34.5% |
| Admin fee / account holder | $842 | $7,941-89.4% | $12,998-93.5% | $6,918-87.8% |