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 | $85,377 | $109,982-22.4% | $97,226-12.2% | $145,922-41.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 10.69% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,039 | $3,084-66.3% | $2,729-61.9% | $4,660-77.7% |
| Participant deferral / active EE | $5,094 | $4,676+8.9% | $4,264+19.5% | $6,688-23.8% |
| Admin fee / account holder | $2,349 | $6,221-62.2% | $5,654-58.4% | $13,397-82.5% |