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 | $88,019 | $53,516+64.5% | $126,539-30.4% | $84,808+3.8% |
| Participation rate | 98.4% | 58.2%+40.1pp | 69.8%+28.5pp | 68.3%+30.0pp |
| Annual return | 16.49% | 58.34%-41.8pp | 425.95%-409.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $850 | $1,535-44.6% | $3,674-76.9% | $2,631-67.7% |
| Participant deferral / active EE | $2,167 | $2,671-18.9% | $4,083-46.9% | $4,212-48.6% |
| Admin fee / account holder | $4,439 | $4,497-1.3% | $6,065-26.8% | $7,344-39.6% |