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 | $79,214 | $159,901-50.5% | $146,958-46.1% | $145,922-45.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.86% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,212 | $5,286-1.4% | $4,933+5.6% | $4,660+11.8% |
| Participant deferral / active EE | $3,870 | $8,428-54.1% | $8,070-52.0% | $6,688-42.1% |
| Admin fee / account holder | $53,735 | $15,044+257.2% | $12,998+313.4% | $13,397+301.1% |