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 | $85,020 | $100,041-15.0% | $149,718-43.2% | $70,131+21.2% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.1%-5.4pp | 69.5%+12.1pp |
| Annual return | 21.24% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,291 | $3,662-37.4% | $5,445-57.9% | $2,342-2.2% |
| Participant deferral / active EE | $4,846 | $4,983-2.7% | $6,569-26.2% | $3,332+45.5% |
| Admin fee / account holder | $7,337 | $8,286-11.5% | $11,283-35.0% | $4,645+57.9% |