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 | $81,806 | $111,724-26.8% | $93,606-12.6% | $145,922-43.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 14.50% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,458 | $3,090+206.1% | $2,420+290.9% | $4,660+103.0% |
| Participant deferral / active EE | $5,987 | $4,912+21.9% | $4,411+35.7% | $6,688-10.5% |
| Admin fee / account holder | $2,409 | $10,250-76.5% | $8,285-70.9% | $13,397-82.0% |