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 | $88,824 | $91,538-3.0% | $129,995-31.7% | $75,163+18.2% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 22.64% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,365 | $2,845-16.9% | $4,320-45.2% | $2,670-11.4% |
| Participant deferral / active EE | $5,473 | $4,341+26.1% | $5,820-6.0% | $4,125+32.7% |
| Admin fee / account holder | $2,331 | $6,790-65.7% | $10,614-78.0% | $5,651-58.7% |