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 | $86,728 | $124,185-30.2% | $108,410-20.0% | $167,490-48.2% |
| Participation rate | 92.3% | 82.3%+10.0pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 14.50% | 1379.64%-1365.1pp | 905.27%-890.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,315 | $4,187-44.7% | $3,558-34.9% | $4,837-52.1% |
| Participant deferral / active EE | $7,650 | $6,908+10.7% | $6,563+16.6% | $6,341+20.6% |
| Admin fee / account holder | $1,347 | $9,455-85.8% | $7,295-81.5% | $12,309-89.1% |