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 | $78,659 | $107,334-26.7% | $92,893-15.3% | $152,861-48.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 50.07% | 145.58%-95.5pp | 109.41%-59.3pp | 345.32%-295.3pp |
| Employer contribution / active EE | $3,427 | $4,221-18.8% | $3,653-6.2% | $4,762-28.0% |
| Participant deferral / active EE | $8,430 | $4,845+74.0% | $4,236+99.0% | $5,850+44.1% |
| Admin fee / account holder | $591 | $7,079-91.7% | $5,794-89.8% | $11,596-94.9% |