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 | $84,077 | $96,635-13.0% | $86,612-2.9% | $139,434-39.7% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 18.59% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,975 | $3,263-8.8% | $3,022-1.6% | $4,751-37.4% |
| Participant deferral / active EE | $9,351 | $4,836+93.4% | $4,438+110.7% | $6,710+39.4% |
| Admin fee / account holder | $526 | $6,408-91.8% | $5,614-90.6% | $11,403-95.4% |