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 | $80,005 | $107,334-25.5% | $92,893-13.9% | $152,861-47.7% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 22.34% | 145.58%-123.2pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,979 | $4,221-29.4% | $3,653-18.4% | $4,762-37.4% |
| Participant deferral / active EE | $7,567 | $4,845+56.2% | $4,236+78.6% | $5,850+29.3% |
| Admin fee / account holder | $2,229 | $7,079-68.5% | $5,794-61.5% | $11,596-80.8% |