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 | $83,416 | $65,561+27.2% | $86,188-3.2% | $75,163+11.0% |
| Participation rate | 86.7% | 60.5%+26.2pp | 69.0%+17.7pp | 67.2%+19.5pp |
| Annual return | 16.39% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $796 | $1,553-48.7% | $2,380-66.5% | $2,670-70.2% |
| Participant deferral / active EE | $5,291 | $3,024+75.0% | $3,985+32.8% | $4,125+28.3% |
| Admin fee / account holder | $1,304 | $5,474-76.2% | $6,852-81.0% | $5,651-76.9% |