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 | $90,943 | $109,982-17.3% | $97,226-6.5% | $145,922-37.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 16.46% | 242.90%-226.4pp | 75.13%-58.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,208 | $3,084+101.3% | $2,729+127.5% | $4,660+33.2% |
| Participant deferral / active EE | $12,690 | $4,676+171.4% | $4,264+197.6% | $6,688+89.8% |
| Admin fee / account holder | $14,575 | $6,221+134.3% | $5,654+157.8% | $13,397+8.8% |