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 | $53,356 | $96,635-44.8% | $86,612-38.4% | $139,434-61.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 13.69% | 106.41%-92.7pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,597 | $3,263+10.2% | $3,022+19.0% | $4,751-24.3% |
| Participant deferral / active EE | $8,213 | $4,836+69.8% | $4,438+85.1% | $6,710+22.4% |
| Admin fee / account holder | $6,544 | $6,408+2.1% | $5,614+16.6% | $11,403-42.6% |