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 | $89,270 | $65,409+36.5% | $98,442-9.3% | $85,850+4.0% |
| Participation rate | 71.7% | 65.0%+6.7pp | 73.3%-1.6pp | 69.3%+2.4pp |
| Annual return | 13.84% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,372 | $2,168+55.5% | $2,960+13.9% | $2,565+31.4% |
| Participant deferral / active EE | $2,666 | $3,166-15.8% | $4,276-37.6% | $3,952-32.5% |
| Admin fee / account holder | $6,758 | $4,593+47.2% | $5,949+13.6% | $6,260+8.0% |