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 | $85,799 | $91,538-6.3% | $129,995-34.0% | $75,163+14.1% |
| Participation rate | 75.6% | 71.4%+4.2pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 14.79% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,357 | $2,845+18.0% | $4,320-22.3% | $2,670+25.7% |
| Participant deferral / active EE | $7,700 | $4,341+77.4% | $5,820+32.3% | $4,125+86.7% |
| Admin fee / account holder | $24,461 | $6,790+260.2% | $10,614+130.5% | $5,651+332.9% |