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 | $86,232 | $226,064-61.9% | $182,532-52.8% | $152,861-43.6% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.0%+17.7pp | 82.4%+13.2pp |
| Annual return | 36.96% | 192.51%-155.5pp | 148.54%-111.6pp | 345.32%-308.4pp |
| Employer contribution / active EE | $1,087 | $4,978-78.2% | $4,076-73.3% | $4,762-77.2% |
| Participant deferral / active EE | $14,322 | $6,368+124.9% | $5,524+159.3% | $5,850+144.8% |
| Admin fee / account holder | $3,949 | $10,703-63.1% | $8,592-54.0% | $11,596-66.0% |