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 | $89,663 | $109,817-18.4% | $98,442-8.9% | $167,490-46.5% |
| Participation rate | 85.0% | 75.8%+9.2pp | 73.3%+11.7pp | 82.1%+2.9pp |
| Annual return | 13.01% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $5,580 | $3,224+73.1% | $2,960+88.5% | $4,837+15.3% |
| Participant deferral / active EE | $6,401 | $4,673+37.0% | $4,276+49.7% | $6,341+0.9% |
| Admin fee / account holder | $6,427 | $6,753-4.8% | $5,949+8.0% | $12,309-47.8% |