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 | $87,559 | $109,327-19.9% | $89,391-2.0% | $158,922-44.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 9.26% | 345.68%-336.4pp | 245.62%-236.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,779 | $3,170-43.9% | $2,586-31.2% | $4,761-62.6% |
| Participant deferral / active EE | $9,494 | $4,598+106.5% | $3,890+144.1% | $5,982+58.7% |
| Admin fee / account holder | $69,747 | $6,153+1033.5% | $4,881+1328.8% | $11,246+520.2% |