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 | $75,921 | $105,998-28.4% | $92,233-17.7% | $147,584-48.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.02% | 50.05%-35.0pp | 176.28%-161.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $5,724 | $4,333+32.1% | $3,679+55.6% | $4,876+17.4% |
| Participant deferral / active EE | $9,080 | $4,478+102.8% | $3,897+133.0% | $5,439+67.0% |
| Admin fee / account holder | $311 | $6,332-95.1% | $5,194-94.0% | $10,885-97.1% |