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 | $87,271 | $91,190-4.3% | $178,490-51.1% | $79,858+9.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.31% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,160 | $3,256-33.7% | $5,011-56.9% | $2,471-12.6% |
| Participant deferral / active EE | $4,477 | $3,236+38.4% | $5,202-13.9% | $3,740+19.7% |
| Admin fee / account holder | $4,357 | $6,751-35.5% | $13,984-68.8% | $5,306-17.9% |