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 5-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 | $89,624 | $105,181-14.8% | $159,436-43.8% | $85,850+4.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 166.61% | 45.07%+121.5pp | 263.57%-97.0pp | 318.53%-151.9pp |
| Employer contribution / active EE | $2,072 | $3,318-37.6% | $4,829-57.1% | $2,565-19.2% |
| Participant deferral / active EE | $6,021 | $5,945+1.3% | $7,352-18.1% | $3,952+52.4% |
| Admin fee / account holder | $1,583 | $6,933-77.2% | $10,799-85.3% | $6,260-74.7% |