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 | $84,325 | $159,901-47.3% | $146,958-42.6% | $145,922-42.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.77% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,312 | $5,286-18.4% | $4,933-12.6% | $4,660-7.5% |
| Participant deferral / active EE | $10,900 | $8,428+29.3% | $8,070+35.1% | $6,688+63.0% |
| Admin fee / account holder | $2,541 | $15,044-83.1% | $12,998-80.5% | $13,397-81.0% |