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 | $84,142 | $96,635-12.9% | $86,612-2.9% | $139,434-39.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.88% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,628 | $3,263-50.1% | $3,022-46.1% | $4,751-65.7% |
| Participant deferral / active EE | $5,252 | $4,836+8.6% | $4,438+18.4% | $6,710-21.7% |
| Admin fee / account holder | $3,365 | $6,408-47.5% | $5,614-40.1% | $11,403-70.5% |