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 | $86,403 | $108,919-20.7% | $100,391-13.9% | $145,922-40.8% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 10.66% | 57.88%-47.2pp | 49.20%-38.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,555 | $4,419-42.2% | $3,942-35.2% | $4,660-45.2% |
| Participant deferral / active EE | $11,904 | $8,445+41.0% | $8,082+47.3% | $6,688+78.0% |
| Admin fee / account holder | $789 | $9,689-91.9% | $7,899-90.0% | $13,397-94.1% |