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 | $83,016 | $102,604-19.1% | $86,188-3.7% | $139,434-40.5% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.0%+22.3pp | 80.3%+11.0pp |
| Annual return | 12.32% | 1922.51%-1910.2pp | 1168.45%-1156.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,443 | $3,032-19.4% | $2,380+2.6% | $4,751-48.6% |
| Participant deferral / active EE | $5,238 | $4,676+12.0% | $3,985+31.4% | $6,710-21.9% |
| Admin fee / account holder | $16,326 | $8,657+88.6% | $6,852+138.3% | $11,403+43.2% |